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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 | $135,049 | $150,447-10.2% | $136,298-0.9% | $147,586-8.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.46% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $8,272 | $5,256+57.4% | $4,696+76.2% | $4,876+69.6% |
| Participant deferral / active EE | $8,219 | $6,631+24.0% | $6,247+31.6% | $5,439+51.1% |
| Admin fee / account holder | $2,653 | $10,906-75.7% | $9,244-71.3% | $10,886-75.6% |