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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 | $127,807 | $150,445-15.0% | $136,297-6.2% | $147,585-13.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.14% | 1049.14%-1036.0pp | 5156.16%-5143.0pp | 578.57%-565.4pp |
| Employer contribution / active EE | $2,865 | $5,256-45.5% | $4,696-39.0% | $4,876-41.3% |
| Participant deferral / active EE | $12,585 | $6,631+89.8% | $6,247+101.4% | $5,439+131.4% |
| Admin fee / account holder | $12,736 | $10,906+16.8% | $9,244+37.8% | $10,885+17.0% |