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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 | $53,848 | $150,447-64.2% | $136,298-60.5% | $147,586-63.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.21% | 1049.15%-1025.9pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $16,216 | $5,256+208.5% | $4,696+245.3% | $4,876+232.5% |
| Participant deferral / active EE | $4,202 | $6,631-36.6% | $6,247-32.7% | $5,439-22.7% |
| Admin fee / account holder | $7,590 | $10,906-30.4% | $9,244-17.9% | $10,886-30.3% |