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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 | $139,448 | $150,446-7.3% | $136,297+2.3% | $147,585-5.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.58% | 1049.14%-1034.6pp | 5156.19%-5141.6pp | 578.58%-564.0pp |
| Employer contribution / active EE | $4,373 | $5,256-16.8% | $4,696-6.9% | $4,876-10.3% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $4,798 | $10,906-56.0% | $9,244-48.1% | $10,886-55.9% |