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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 | $133,475 | $150,447-11.3% | $136,298-2.1% | $147,586-9.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.99% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $4,486 | $5,256-14.7% | $4,696-4.5% | $4,876-8.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,689 | $10,906-84.5% | $9,244-81.7% | $10,886-84.5% |