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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 | $118,845 | $150,447-21.0% | $136,298-12.8% | $147,586-19.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.04% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.6pp |
| Employer contribution / active EE | $5,176 | $5,256-1.5% | $4,696+10.2% | $4,876+6.2% |
| Participant deferral / active EE | $5,303 | $6,631-20.0% | $6,247-15.1% | $5,439-2.5% |
| Admin fee / account holder | $817 | $10,906-92.5% | $9,244-91.2% | $10,886-92.5% |