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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 | $169,130 | $150,442+12.4% | $136,295+24.1% | $147,585+14.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.16% | 1049.09%-1031.9pp | 5155.97%-5138.8pp | 578.56%-561.4pp |
| Employer contribution / active EE | $2,567 | $5,256-51.2% | $4,695-45.3% | $4,876-47.4% |
| Participant deferral / active EE | $7,299 | $6,630+10.1% | $6,247+16.8% | $5,439+34.2% |
| Admin fee / account holder | $2,433 | $10,905-77.7% | $9,243-73.7% | $10,885-77.7% |