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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 | $170,266 | $150,446+13.2% | $136,297+24.9% | $147,585+15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.20% | 1049.14%-1033.9pp | 5156.19%-5141.0pp | 578.58%-563.4pp |
| Employer contribution / active EE | $8,091 | $5,256+53.9% | $4,696+72.3% | $4,876+65.9% |
| Participant deferral / active EE | $5,909 | $6,631-10.9% | $6,247-5.4% | $5,439+8.7% |
| Admin fee / account holder | $3,922 | $10,906-64.0% | $9,244-57.6% | $10,886-64.0% |