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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 | $163,943 | $150,445+9.0% | $136,297+20.3% | $147,585+11.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.70% | 1049.14%-1027.4pp | 5156.16%-5134.5pp | 578.57%-556.9pp |
| Employer contribution / active EE | $4,845 | $5,256-7.8% | $4,696+3.2% | $4,876-0.7% |
| Participant deferral / active EE | $9,975 | $6,631+50.4% | $6,247+59.7% | $5,439+83.4% |
| Admin fee / account holder | $1,332 | $10,906-87.8% | $9,244-85.6% | $10,885-87.8% |