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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 | $150,447-15.9% | $136,298-7.2% | $147,586-14.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.83% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,809 | $5,256-46.6% | $4,696-40.2% | $4,876-42.4% |
| Participant deferral / active EE | $7,901 | $6,631+19.2% | $6,247+26.5% | $5,439+45.3% |
| Admin fee / account holder | $1,670 | $10,906-84.7% | $9,244-81.9% | $10,886-84.7% |