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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 | $153,633 | $150,445+2.1% | $136,297+12.7% | $147,585+4.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.54% | 1049.14%-1033.6pp | 5156.16%-5140.6pp | 578.57%-563.0pp |
| Employer contribution / active EE | $10,025 | $5,256+90.7% | $4,696+113.5% | $4,876+105.6% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,527 | $10,906-86.0% | $9,244-83.5% | $10,885-86.0% |