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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 | $125,742 | $150,442-16.4% | $136,295-7.7% | $147,585-14.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.53% | 1049.09%-1031.6pp | 5155.97%-5138.4pp | 578.56%-561.0pp |
| Employer contribution / active EE | $7,159 | $5,256+36.2% | $4,695+52.5% | $4,876+46.8% |
| Participant deferral / active EE | $9,278 | $6,630+39.9% | $6,247+48.5% | $5,439+70.6% |
| Admin fee / account holder | $5,126 | $10,905-53.0% | $9,243-44.5% | $10,885-52.9% |