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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 | $213,725 | $150,447+42.1% | $136,298+56.8% | $147,586+44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.70% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,446 | $5,256-53.5% | $4,696-47.9% | $4,876-49.8% |
| Participant deferral / active EE | $5,969 | $6,631-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $10,124 | $10,906-7.2% | $9,244+9.5% | $10,886-7.0% |