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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 | $132,749 | $150,447-11.8% | $136,298-2.6% | $147,586-10.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.09% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $15,839 | $5,256+201.3% | $4,696+237.3% | $4,876+224.8% |
| Participant deferral / active EE | $14,328 | $6,631+116.1% | $6,247+129.3% | $5,439+163.4% |
| Admin fee / account holder | $4,666 | $10,906-57.2% | $9,244-49.5% | $10,886-57.1% |