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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 | $132,410 | $150,447-12.0% | $136,298-2.9% | $147,586-10.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.68% | 1049.15%-1025.5pp | 5156.27%-5132.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $2,760 | $5,256-47.5% | $4,696-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $8,020 | $6,631+21.0% | $6,247+28.4% | $5,439+47.5% |
| Admin fee / account holder | $2,864 | $10,906-73.7% | $9,244-69.0% | $10,886-73.7% |