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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 | $115,761 | $150,447-23.1% | $136,298-15.1% | $147,586-21.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.62% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,448 | $5,256+3.6% | $4,696+16.0% | $4,876+11.7% |
| Participant deferral / active EE | $5,933 | $6,631-10.5% | $6,247-5.0% | $5,439+9.1% |
| Admin fee / account holder | $1,249 | $10,906-88.5% | $9,244-86.5% | $10,886-88.5% |