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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 | $138,213 | $150,447-8.1% | $136,298+1.4% | $147,586-6.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.85% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,088 | $5,256-41.2% | $4,696-34.2% | $4,876-36.7% |
| Participant deferral / active EE | $7,923 | $6,631+19.5% | $6,247+26.8% | $5,439+45.7% |
| Admin fee / account holder | $1,427 | $10,906-86.9% | $9,244-84.6% | $10,886-86.9% |