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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 | $141,088 | $150,447-6.2% | $136,298+3.5% | $147,586-4.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.48% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $8,730 | $5,256+66.1% | $4,696+85.9% | $4,876+79.0% |
| Participant deferral / active EE | $7,598 | $6,631+14.6% | $6,247+21.6% | $5,439+39.7% |
| Admin fee / account holder | $2,424 | $10,906-77.8% | $9,244-73.8% | $10,886-77.7% |