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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 | $206,266 | $150,447+37.1% | $136,298+51.3% | $147,586+39.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.87% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,616 | $5,256-69.3% | $4,696-65.6% | $4,876-66.9% |
| Participant deferral / active EE | $6,205 | $6,631-6.4% | $6,247-0.7% | $5,439+14.1% |
| Admin fee / account holder | $125,822 | $10,906+1053.7% | $9,244+1261.1% | $10,886+1055.8% |