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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 | $135,194 | $150,445-10.1% | $136,297-0.8% | $147,585-8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 60.11% | 1049.14%-989.0pp | 5156.16%-5096.0pp | 578.57%-518.5pp |
| Employer contribution / active EE | $2,868 | $5,256-45.4% | $4,696-38.9% | $4,876-41.2% |
| Participant deferral / active EE | $6,493 | $6,631-2.1% | $6,247+3.9% | $5,439+19.4% |
| Admin fee / account holder | $2,417 | $10,906-77.8% | $9,244-73.9% | $10,885-77.8% |