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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 | $98,599 | $150,447-34.5% | $136,298-27.7% | $147,586-33.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.48% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $8,125 | $5,256+54.6% | $4,696+73.0% | $4,876+66.6% |
| Participant deferral / active EE | $9,193 | $6,631+38.6% | $6,247+47.2% | $5,439+69.0% |
| Admin fee / account holder | $605 | $10,906-94.4% | $9,244-93.5% | $10,886-94.4% |