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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 | $85,461 | $150,442-43.2% | $136,295-37.3% | $147,585-42.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.30% | 1049.09%-1037.8pp | 5155.97%-5144.7pp | 578.56%-567.3pp |
| Employer contribution / active EE | $9,166 | $5,256+74.4% | $4,695+95.2% | $4,876+88.0% |
| Participant deferral / active EE | $7,242 | $6,630+9.2% | $6,247+15.9% | $5,439+33.2% |
| Admin fee / account holder | $400 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |