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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 | $141,671 | $150,447-5.8% | $136,298+3.9% | $147,586-4.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.58% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,872 | $5,256-45.4% | $4,696-38.8% | $4,876-41.1% |
| Participant deferral / active EE | $8,522 | $6,631+28.5% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $20,484 | $10,906+87.8% | $9,244+121.6% | $10,886+88.2% |