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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 | $135,815 | $150,447-9.7% | $136,298-0.4% | $147,586-8.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $7,200 | $5,256+37.0% | $4,696+53.3% | $4,876+47.7% |
| Participant deferral / active EE | $5,500 | $6,631-17.1% | $6,247-12.0% | $5,439+1.1% |
| Admin fee / account holder | $35,860 | $10,906+228.8% | $9,244+287.9% | $10,886+229.4% |