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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 | $118,900 | $150,447-21.0% | $136,298-12.8% | $147,586-19.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.81% | 1049.15%-1031.3pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $4,209 | $5,256-19.9% | $4,696-10.4% | $4,876-13.7% |
| Participant deferral / active EE | $6,043 | $6,631-8.9% | $6,247-3.3% | $5,439+11.1% |
| Admin fee / account holder | $13,712 | $10,906+25.7% | $9,244+48.3% | $10,886+26.0% |