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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 | $124,916 | $150,446-17.0% | $136,297-8.4% | $147,585-15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.45% | 1049.14%-1029.7pp | 5156.19%-5136.7pp | 578.58%-559.1pp |
| Employer contribution / active EE | $12,994 | $5,256+147.2% | $4,696+176.7% | $4,876+166.5% |
| Participant deferral / active EE | $10,919 | $6,631+64.7% | $6,247+74.8% | $5,439+100.8% |
| Admin fee / account holder | $9,139 | $10,906-16.2% | $9,244-1.1% | $10,886-16.0% |