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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 | $126,470 | $150,442-15.9% | $136,295-7.2% | $147,585-14.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.83% | 1049.09%-1034.3pp | 5155.97%-5141.1pp | 578.56%-563.7pp |
| Employer contribution / active EE | $2,809 | $5,256-46.6% | $4,695-40.2% | $4,876-42.4% |
| Participant deferral / active EE | $7,901 | $6,630+19.2% | $6,247+26.5% | $5,439+45.3% |
| Admin fee / account holder | $1,670 | $10,905-84.7% | $9,243-81.9% | $10,885-84.7% |