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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 | $119,543 | $150,447-20.5% | $136,298-12.3% | $147,586-19.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.04% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.6pp |
| Employer contribution / active EE | $5,921 | $5,256+12.6% | $4,696+26.1% | $4,876+21.4% |
| Participant deferral / active EE | $13,460 | $6,631+103.0% | $6,247+115.5% | $5,439+147.5% |
| Admin fee / account holder | $387 | $10,906-96.5% | $9,244-95.8% | $10,886-96.4% |