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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 | $124,307 | $150,447-17.4% | $136,298-8.8% | $147,586-15.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.24% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,584 | $5,256-50.8% | $4,696-45.0% | $4,876-47.0% |
| Participant deferral / active EE | $14,719 | $6,631+122.0% | $6,247+135.6% | $5,439+170.6% |
| Admin fee / account holder | $15,998 | $10,906+46.7% | $9,244+73.1% | $10,886+47.0% |