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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 | $132,811 | $150,447-11.7% | $136,298-2.6% | $147,586-10.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.12% | 1049.15%-1028.0pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $18,198 | $5,256+246.2% | $4,696+287.5% | $4,876+273.2% |
| Participant deferral / active EE | $9,653 | $6,631+45.6% | $6,247+54.5% | $5,439+77.5% |
| Admin fee / account holder | $7,693 | $10,906-29.5% | $9,244-16.8% | $10,886-29.3% |