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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 | $108,480 | $150,447-27.9% | $136,298-20.4% | $147,586-26.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.86% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $14,982 | $5,256+185.0% | $4,696+219.1% | $4,876+207.2% |
| Participant deferral / active EE | $9,817 | $6,631+48.0% | $6,247+57.1% | $5,439+80.5% |
| Admin fee / account holder | $44,245 | $10,906+305.7% | $9,244+378.6% | $10,886+306.5% |