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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 | $199,756 | $150,447+32.8% | $136,298+46.6% | $147,586+35.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.18% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $5,357 | $5,256+1.9% | $4,696+14.1% | $4,876+9.9% |
| Participant deferral / active EE | $6,062 | $6,631-8.6% | $6,247-3.0% | $5,439+11.5% |
| Admin fee / account holder | $2,698 | $10,906-75.3% | $9,244-70.8% | $10,886-75.2% |