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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 | $232,445 | $150,447+54.5% | $136,298+70.5% | $147,586+57.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.12% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.5pp |
| Employer contribution / active EE | $7,701 | $5,256+46.5% | $4,696+64.0% | $4,876+57.9% |
| Participant deferral / active EE | $11,695 | $6,631+76.4% | $6,247+87.2% | $5,439+115.0% |
| Admin fee / account holder | $16,224 | $10,906+48.8% | $9,244+75.5% | $10,886+49.0% |