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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 | $106,475 | $150,447-29.2% | $136,298-21.9% | $147,586-27.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.10% | 1049.15%-1030.0pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $7,033 | $5,256+33.8% | $4,696+49.8% | $4,876+44.2% |
| Participant deferral / active EE | $7,430 | $6,631+12.1% | $6,247+18.9% | $5,439+36.6% |
| Admin fee / account holder | $20,481 | $10,906+87.8% | $9,244+121.6% | $10,886+88.1% |