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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 | $40,905 | $150,447-72.8% | $136,298-70.0% | $147,586-72.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.08% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $15,403 | $5,256+193.0% | $4,696+228.0% | $4,876+215.9% |
| Participant deferral / active EE | $13,378 | $6,631+101.8% | $6,247+114.1% | $5,439+146.0% |
| Admin fee / account holder | $2,642 | $10,906-75.8% | $9,244-71.4% | $10,886-75.7% |