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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 | $209,997 | $150,447+39.6% | $136,298+54.1% | $147,586+42.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.11% | 1049.15%-1035.0pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $11,013 | $5,256+109.5% | $4,696+134.5% | $4,876+125.8% |
| Participant deferral / active EE | $8,697 | $6,631+31.2% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $891 | $10,906-91.8% | $9,244-90.4% | $10,886-91.8% |