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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 | $87,540 | $150,442-41.8% | $136,295-35.8% | $147,585-40.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.26% | 1049.09%-1029.8pp | 5155.97%-5136.7pp | 578.56%-559.3pp |
| Employer contribution / active EE | $5,469 | $5,256+4.0% | $4,695+16.5% | $4,876+12.1% |
| Participant deferral / active EE | $12,455 | $6,630+87.8% | $6,247+99.4% | $5,439+129.0% |
| Admin fee / account holder | $3,695 | $10,905-66.1% | $9,243-60.0% | $10,885-66.1% |