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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 | $127,721 | $150,447-15.1% | $136,298-6.3% | $147,586-13.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.51% | 1049.15%-1031.6pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $4,442 | $5,256-15.5% | $4,696-5.4% | $4,876-8.9% |
| Participant deferral / active EE | $9,892 | $6,631+49.2% | $6,247+58.3% | $5,439+81.9% |
| Admin fee / account holder | $4,603 | $10,906-57.8% | $9,244-50.2% | $10,886-57.7% |