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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 | $131,906 | $150,447-12.3% | $136,298-3.2% | $147,586-10.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.35% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $1,705 | $5,256-67.6% | $4,696-63.7% | $4,876-65.0% |
| Participant deferral / active EE | $9,415 | $6,631+42.0% | $6,247+50.7% | $5,439+73.1% |
| Admin fee / account holder | $45,379 | $10,906+316.1% | $9,244+390.9% | $10,886+316.9% |