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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 | $135,075 | $150,447-10.2% | $136,298-0.9% | $147,586-8.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.64% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,909 | $5,256-63.7% | $4,696-59.3% | $4,876-60.9% |
| Participant deferral / active EE | $5,187 | $6,631-21.8% | $6,247-17.0% | $5,439-4.6% |
| Admin fee / account holder | $1,181 | $10,906-89.2% | $9,244-87.2% | $10,886-89.2% |