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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 | $54,064 | $150,447-64.1% | $136,298-60.3% | $147,586-63.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.10% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $7,088 | $5,256+34.8% | $4,696+50.9% | $4,876+45.3% |
| Participant deferral / active EE | $8,183 | $6,631+23.4% | $6,247+31.0% | $5,439+50.5% |
| Admin fee / account holder | $2,438 | $10,906-77.6% | $9,244-73.6% | $10,886-77.6% |