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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 | $175,798 | $150,447+16.9% | $136,298+29.0% | $147,586+19.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.35% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,342 | $5,256-55.4% | $4,696-50.1% | $4,876-52.0% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $2,937 | $10,906-73.1% | $9,244-68.2% | $10,886-73.0% |