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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 | $27,294 | $150,447-81.9% | $136,298-80.0% | $147,586-81.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.68% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $5,036 | $5,256-4.2% | $4,696+7.3% | $4,876+3.3% |
| Participant deferral / active EE | $16,453 | $6,631+148.1% | $6,247+163.4% | $5,439+202.5% |
| Admin fee / account holder | $15,053 | $10,906+38.0% | $9,244+62.8% | $10,886+38.3% |