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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 | $134,374 | $150,447-10.7% | $136,298-1.4% | $147,586-9.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.48% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $6,274 | $5,256+19.4% | $4,696+33.6% | $4,876+28.7% |
| Participant deferral / active EE | $7,342 | $6,631+10.7% | $6,247+17.5% | $5,439+35.0% |
| Admin fee / account holder | $4,580 | $10,906-58.0% | $9,244-50.5% | $10,886-57.9% |