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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 | $126,541 | $150,447-15.9% | $136,298-7.2% | $147,586-14.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.59% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $6,640 | $5,256+26.3% | $4,696+41.4% | $4,876+36.2% |
| Participant deferral / active EE | $7,717 | $6,631+16.4% | $6,247+23.5% | $5,439+41.9% |
| Admin fee / account holder | $2,680 | $10,906-75.4% | $9,244-71.0% | $10,886-75.4% |