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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 | $134,430 | $150,447-10.6% | $136,298-1.4% | $147,586-8.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.34% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $4,382 | $5,256-16.6% | $4,696-6.7% | $4,876-10.1% |
| Participant deferral / active EE | $5,384 | $6,631-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $6,692 | $10,906-38.6% | $9,244-27.6% | $10,886-38.5% |