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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 | $145,849 | $150,447-3.1% | $136,298+7.0% | $147,586-1.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.51% | 1049.15%-1033.6pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,176 | $5,256-58.6% | $4,696-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $5,730 | $6,631-13.6% | $6,247-8.3% | $5,439+5.3% |
| Admin fee / account holder | $1,644 | $10,906-84.9% | $9,244-82.2% | $10,886-84.9% |