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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 | $56,063 | $150,447-62.7% | $136,298-58.9% | $147,586-62.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.47% | 1049.15%-1021.7pp | 5156.27%-5128.8pp | 578.59%-551.1pp |
| Employer contribution / active EE | $14,176 | $5,256+169.7% | $4,696+201.9% | $4,876+190.7% |
| Participant deferral / active EE | $10,539 | $6,631+58.9% | $6,247+68.7% | $5,439+93.8% |
| Admin fee / account holder | $909 | $10,906-91.7% | $9,244-90.2% | $10,886-91.7% |