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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 | $118,024 | $150,447-21.6% | $136,298-13.4% | $147,586-20.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.42% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.2pp |
| Employer contribution / active EE | $12,874 | $5,256+144.9% | $4,696+174.2% | $4,876+164.0% |
| Participant deferral / active EE | $6,335 | $6,631-4.5% | $6,247+1.4% | $5,439+16.5% |
| Admin fee / account holder | $1,382 | $10,906-87.3% | $9,244-85.0% | $10,886-87.3% |