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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 | $247,584 | $150,447+64.6% | $136,298+81.6% | $147,586+67.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.16% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $13,356 | $5,256+154.1% | $4,696+184.4% | $4,876+173.9% |
| Participant deferral / active EE | $12,075 | $6,631+82.1% | $6,247+93.3% | $5,439+122.0% |
| Admin fee / account holder | $1,358 | $10,906-87.5% | $9,244-85.3% | $10,886-87.5% |