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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 | $120,590 | $150,447-19.8% | $136,298-11.5% | $147,586-18.3% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 19.09% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,384 | $5,256+21.5% | $4,696+36.0% | $4,876+30.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $48,722 | $10,906+346.7% | $9,244+427.1% | $10,886+347.6% |