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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 | $170,438 | $150,447+13.3% | $136,298+25.0% | $147,586+15.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.77% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $10,660 | $5,256+102.8% | $4,696+127.0% | $4,876+118.6% |
| Participant deferral / active EE | $4,105 | $6,631-38.1% | $6,247-34.3% | $5,439-24.5% |
| Admin fee / account holder | $446 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |