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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 | $225,300 | $150,445+49.8% | $136,297+65.3% | $147,585+52.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.45% | 1049.14%-1033.7pp | 5156.16%-5140.7pp | 578.57%-563.1pp |
| Employer contribution / active EE | $1,516 | $5,256-71.2% | $4,696-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $2,243 | $6,631-66.2% | $6,247-64.1% | $5,439-58.8% |
| Admin fee / account holder | $35,466 | $10,906+225.2% | $9,244+283.7% | $10,885+225.8% |