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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 | $188,372 | $150,447+25.2% | $136,298+38.2% | $147,586+27.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.10% | 1049.15%-1038.1pp | 5156.27%-5145.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $9,726 | $5,256+85.0% | $4,696+107.1% | $4,876+99.4% |
| Participant deferral / active EE | $8,171 | $6,631+23.2% | $6,247+30.8% | $5,439+50.2% |
| Admin fee / account holder | $850 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |