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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 | $100,060 | $150,447-33.5% | $136,298-26.6% | $147,586-32.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.01% | 1049.15%-1035.1pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $10,672 | $5,256+103.0% | $4,696+127.3% | $4,876+118.8% |
| Participant deferral / active EE | $10,954 | $6,631+65.2% | $6,247+75.3% | $5,439+101.4% |
| Admin fee / account holder | $15,051 | $10,906+38.0% | $9,244+62.8% | $10,886+38.3% |