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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 | $36,608 | $150,447-75.7% | $136,298-73.1% | $147,586-75.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.81% | 1049.15%-1032.3pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $6,826 | $5,256+29.9% | $4,696+45.4% | $4,876+40.0% |
| Participant deferral / active EE | $5,978 | $6,631-9.8% | $6,247-4.3% | $5,439+9.9% |
| Admin fee / account holder | $3,525 | $10,906-67.7% | $9,244-61.9% | $10,886-67.6% |