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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 | $178,631 | $150,447+18.7% | $136,298+31.1% | $147,586+21.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.23% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,783 | $5,256-66.1% | $4,696-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $12,061 | $6,631+81.9% | $6,247+93.1% | $5,439+121.8% |
| Admin fee / account holder | $6,119 | $10,906-43.9% | $9,244-33.8% | $10,886-43.8% |