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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 | $144,011 | $150,447-4.3% | $136,298+5.7% | $147,586-2.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.75% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $6,126 | $5,256+16.5% | $4,696+30.5% | $4,876+25.6% |
| Participant deferral / active EE | $10,440 | $6,631+57.4% | $6,247+67.1% | $5,439+92.0% |
| Admin fee / account holder | $42,942 | $10,906+293.7% | $9,244+364.5% | $10,886+294.5% |