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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 | $110,904 | $150,447-26.3% | $136,298-18.6% | $147,586-24.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.83% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,455 | $5,256-34.3% | $4,696-26.4% | $4,876-29.1% |
| Participant deferral / active EE | $8,860 | $6,631+33.6% | $6,247+41.8% | $5,439+62.9% |
| Admin fee / account holder | $9,491 | $10,906-13.0% | $9,244+2.7% | $10,886-12.8% |