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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 | $102,981 | $150,447-31.5% | $136,298-24.4% | $147,586-30.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.39% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $9,828 | $5,256+87.0% | $4,696+109.3% | $4,876+101.5% |
| Participant deferral / active EE | $8,156 | $6,631+23.0% | $6,247+30.6% | $5,439+50.0% |
| Admin fee / account holder | $2,924 | $10,906-73.2% | $9,244-68.4% | $10,886-73.1% |