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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 | $123,777 | $150,447-17.7% | $136,298-9.2% | $147,586-16.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.50% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,970 | $5,256-43.5% | $4,696-36.8% | $4,876-39.1% |
| Participant deferral / active EE | $13,749 | $6,631+107.4% | $6,247+120.1% | $5,439+152.8% |
| Admin fee / account holder | $922 | $10,906-91.5% | $9,244-90.0% | $10,886-91.5% |