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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 | $114,855 | $150,446-23.7% | $136,297-15.7% | $147,585-22.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.24% | 1049.14%-1031.9pp | 5156.19%-5138.9pp | 578.58%-561.3pp |
| Employer contribution / active EE | $4,709 | $5,256-10.4% | $4,696+0.3% | $4,876-3.4% |
| Participant deferral / active EE | $8,671 | $6,631+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $440 | $10,906-96.0% | $9,244-95.2% | $10,886-96.0% |