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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,650 | $150,447-53.0% | $136,298-48.2% | $147,586-52.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.62% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-562.0pp |
| Employer contribution / active EE | $7,169 | $5,256+36.4% | $4,696+52.7% | $4,876+47.0% |
| Participant deferral / active EE | $16,599 | $6,631+150.3% | $6,247+165.7% | $5,439+205.2% |
| Admin fee / account holder | $6,383 | $10,906-41.5% | $9,244-31.0% | $10,886-41.4% |