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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 | $135,641 | $150,446-9.8% | $136,297-0.5% | $147,585-8.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.82% | 1049.14%-1035.3pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $4,375 | $5,256-16.8% | $4,696-6.8% | $4,876-10.3% |
| Participant deferral / active EE | $8,779 | $6,631+32.4% | $6,247+40.5% | $5,439+61.4% |
| Admin fee / account holder | $757 | $10,906-93.1% | $9,244-91.8% | $10,886-93.0% |