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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 | $139,239 | $150,447-7.4% | $136,298+2.2% | $147,586-5.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.98% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $13,984 | $5,256+166.0% | $4,696+197.8% | $4,876+186.8% |
| Participant deferral / active EE | $7,437 | $6,631+12.2% | $6,247+19.0% | $5,439+36.7% |
| Admin fee / account holder | $4,306 | $10,906-60.5% | $9,244-53.4% | $10,886-60.4% |