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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 | $150,442-13.7% | $136,295-4.8% | $147,585-12.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.80% | 1049.09%-1033.3pp | 5155.97%-5140.2pp | 578.56%-562.8pp |
| Employer contribution / active EE | $2,783 | $5,256-47.1% | $4,695-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $8,693 | $6,630+31.1% | $6,247+39.2% | $5,439+59.8% |
| Admin fee / account holder | $3,053 | $10,905-72.0% | $9,243-67.0% | $10,885-72.0% |