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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 | $144,671 | $72,465+99.6% | $67,575+114.1% | $145,884-0.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.33% | 7222.56%-7209.2pp | 3528.98%-3515.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $19,963 | $3,074+549.5% | $2,736+629.8% | $4,662+328.2% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,601 | $5,515+219.1% | $3,993+340.8% | $13,392+31.4% |