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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 | $198,259 | $150,446+31.8% | $136,297+45.5% | $147,585+34.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.70% | 1049.14%-1037.4pp | 5156.19%-5144.5pp | 578.58%-566.9pp |
| Employer contribution / active EE | $8,447 | $5,256+60.7% | $4,696+79.9% | $4,876+73.2% |
| Participant deferral / active EE | $9,368 | $6,631+41.3% | $6,247+50.0% | $5,439+72.2% |
| Admin fee / account holder | $9,279 | $10,906-14.9% | $9,244+0.4% | $10,886-14.8% |