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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 | $55,061 | $150,447-63.4% | $136,298-59.6% | $147,586-62.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.00% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $6,796 | $5,256+29.3% | $4,696+44.7% | $4,876+39.4% |
| Participant deferral / active EE | $13,990 | $6,631+111.0% | $6,247+123.9% | $5,439+157.2% |
| Admin fee / account holder | $4,178 | $10,906-61.7% | $9,244-54.8% | $10,886-61.6% |