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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 | $54,783 | $150,442-63.6% | $136,295-59.8% | $147,585-62.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.53% | 1049.09%-1037.6pp | 5155.97%-5144.4pp | 578.56%-567.0pp |
| Employer contribution / active EE | $11,804 | $5,256+124.6% | $4,695+151.4% | $4,876+142.1% |
| Participant deferral / active EE | $7,270 | $6,630+9.6% | $6,247+16.4% | $5,439+33.7% |
| Admin fee / account holder | $1,744 | $10,905-84.0% | $9,243-81.1% | $10,885-84.0% |