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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 | $71,923 | $150,446-52.2% | $136,297-47.2% | $147,585-51.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.06% | 1049.14%-1031.1pp | 5156.19%-5138.1pp | 578.58%-560.5pp |
| Employer contribution / active EE | $7,568 | $5,256+44.0% | $4,696+61.2% | $4,876+55.2% |
| Participant deferral / active EE | $8,060 | $6,631+21.6% | $6,247+29.0% | $5,439+48.2% |
| Admin fee / account holder | $1,488 | $10,906-86.4% | $9,244-83.9% | $10,886-86.3% |