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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 | $129,808 | $150,447-13.7% | $136,298-4.8% | $147,586-12.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.80% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,783 | $5,256-47.1% | $4,696-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $8,693 | $6,631+31.1% | $6,247+39.2% | $5,439+59.8% |
| Admin fee / account holder | $3,053 | $10,906-72.0% | $9,244-67.0% | $10,886-72.0% |