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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 | $131,024 | $150,447-12.9% | $136,298-3.9% | $147,586-11.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.91% | 1049.15%-1032.2pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $14,067 | $5,256+167.6% | $4,696+199.6% | $4,876+188.5% |
| Participant deferral / active EE | $6,668 | $6,631+0.6% | $6,247+6.7% | $5,439+22.6% |
| Admin fee / account holder | $4,714 | $10,906-56.8% | $9,244-49.0% | $10,886-56.7% |