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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 | $109,567 | $150,447-27.2% | $136,298-19.6% | $147,586-25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $5,685 | $5,256+8.1% | $4,696+21.1% | $4,876+16.6% |
| Participant deferral / active EE | $8,721 | $6,631+31.5% | $6,247+39.6% | $5,439+60.4% |
| Admin fee / account holder | $852 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |