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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 | $199,936 | $150,446+32.9% | $136,297+46.7% | $147,585+35.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.61% | 1049.14%-1037.5pp | 5156.19%-5144.6pp | 578.58%-567.0pp |
| Employer contribution / active EE | $5,306 | $5,256+0.9% | $4,696+13.0% | $4,876+8.8% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $82,140 | $10,906+653.2% | $9,244+788.6% | $10,886+654.6% |