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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 | $181,921 | $150,447+20.9% | $136,298+33.5% | $147,586+23.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.09% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $10,031 | $5,256+90.8% | $4,696+113.6% | $4,876+105.7% |
| Participant deferral / active EE | $6,941 | $6,631+4.7% | $6,247+11.1% | $5,439+27.6% |
| Admin fee / account holder | $34,593 | $10,906+217.2% | $9,244+274.2% | $10,886+217.8% |