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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 | $57,363 | $150,447-61.9% | $136,298-57.9% | $147,586-61.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.68% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $7,670 | $5,256+45.9% | $4,696+63.3% | $4,876+57.3% |
| Participant deferral / active EE | $4,326 | $6,631-34.8% | $6,247-30.7% | $5,439-20.5% |
| Admin fee / account holder | $1,476 | $10,906-86.5% | $9,244-84.0% | $10,886-86.4% |