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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 | $171,890 | $150,445+14.3% | $136,297+26.1% | $147,585+16.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.82% | 1049.14%-1038.3pp | 5156.16%-5145.3pp | 578.57%-567.7pp |
| Employer contribution / active EE | $12,837 | $5,256+144.2% | $4,696+173.4% | $4,876+163.2% |
| Participant deferral / active EE | $8,721 | $6,631+31.5% | $6,247+39.6% | $5,439+60.3% |
| Admin fee / account holder | $4,380 | $10,906-59.8% | $9,244-52.6% | $10,885-59.8% |