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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 | $71,294 | $150,447-52.6% | $136,298-47.7% | $147,586-51.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.10% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $5,459 | $5,256+3.9% | $4,696+16.3% | $4,876+11.9% |
| Participant deferral / active EE | $12,670 | $6,631+91.1% | $6,247+102.8% | $5,439+133.0% |
| Admin fee / account holder | $5,800 | $10,906-46.8% | $9,244-37.3% | $10,886-46.7% |