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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 | $110,685 | $150,447-26.4% | $136,298-18.8% | $147,586-25.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.93% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.7pp |
| Employer contribution / active EE | $5,386 | $5,256+2.5% | $4,696+14.7% | $4,876+10.5% |
| Participant deferral / active EE | $6,397 | $6,631-3.5% | $6,247+2.4% | $5,439+17.6% |
| Admin fee / account holder | $123,641 | $10,906+1033.7% | $9,244+1237.5% | $10,886+1035.8% |