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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 | $133,417 | $150,447-11.3% | $136,298-2.1% | $147,586-9.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.09% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $7,814 | $5,256+48.7% | $4,696+66.4% | $4,876+60.2% |
| Participant deferral / active EE | $9,199 | $6,631+38.7% | $6,247+47.2% | $5,439+69.1% |
| Admin fee / account holder | $6,571 | $10,906-39.7% | $9,244-28.9% | $10,886-39.6% |