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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 | $233,408 | $150,447+55.1% | $136,298+71.2% | $147,586+58.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.98% | 1049.15%-1034.2pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $6,768 | $5,256+28.8% | $4,696+44.1% | $4,876+38.8% |
| Participant deferral / active EE | $17,282 | $6,631+160.6% | $6,247+176.6% | $5,439+217.8% |
| Admin fee / account holder | $21,520 | $10,906+97.3% | $9,244+132.8% | $10,886+97.7% |