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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 | $170,227 | $150,447+13.1% | $136,298+24.9% | $147,586+15.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.94% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,754 | $5,256-47.6% | $4,696-41.3% | $4,876-43.5% |
| Participant deferral / active EE | $5,586 | $6,631-15.8% | $6,247-10.6% | $5,439+2.7% |
| Admin fee / account holder | $2,480 | $10,906-77.3% | $9,244-73.2% | $10,886-77.2% |