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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 | $137,711 | $150,446-8.5% | $136,297+1.0% | $147,585-6.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.40% | 1049.14%-1035.7pp | 5156.19%-5142.8pp | 578.58%-565.2pp |
| Employer contribution / active EE | $5,975 | $5,256+13.7% | $4,696+27.2% | $4,876+22.5% |
| Participant deferral / active EE | $6,041 | $6,631-8.9% | $6,247-3.3% | $5,439+11.1% |
| Admin fee / account holder | $3,289 | $10,906-69.8% | $9,244-64.4% | $10,886-69.8% |