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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 | $141,019 | $150,447-6.3% | $136,298+3.5% | $147,586-4.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,119 | $5,256-59.7% | $4,696-54.9% | $4,876-56.5% |
| Participant deferral / active EE | $5,574 | $6,631-15.9% | $6,247-10.8% | $5,439+2.5% |
| Admin fee / account holder | $10,416 | $10,906-4.5% | $9,244+12.7% | $10,886-4.3% |