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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 | $123,467 | $150,447-17.9% | $136,298-9.4% | $147,586-16.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.91% | 1049.15%-1029.2pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $14,290 | $5,256+171.9% | $4,696+204.3% | $4,876+193.0% |
| Participant deferral / active EE | $9,544 | $6,631+43.9% | $6,247+52.8% | $5,439+75.5% |
| Admin fee / account holder | $563 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |