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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 | $171,212 | $150,447+13.8% | $136,298+25.6% | $147,586+16.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.39% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $4,991 | $5,256-5.0% | $4,696+6.3% | $4,876+2.4% |
| Participant deferral / active EE | $19,874 | $6,631+199.7% | $6,247+218.1% | $5,439+265.4% |
| Admin fee / account holder | $7,174 | $10,906-34.2% | $9,244-22.4% | $10,886-34.1% |