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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 | $128,067 | $150,447-14.9% | $136,298-6.0% | $147,586-13.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.16% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $5,015 | $5,256-4.6% | $4,696+6.8% | $4,876+2.8% |
| Participant deferral / active EE | $9,193 | $6,631+38.6% | $6,247+47.2% | $5,439+69.0% |
| Admin fee / account holder | $7,115 | $10,906-34.8% | $9,244-23.0% | $10,886-34.6% |