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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 | $216,269 | $150,447+43.8% | $136,298+58.7% | $147,586+46.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.56% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $9,400 | $5,256+78.8% | $4,696+100.2% | $4,876+92.8% |
| Participant deferral / active EE | $5,832 | $6,631-12.0% | $6,247-6.6% | $5,439+7.2% |
| Admin fee / account holder | $5,400 | $10,906-50.5% | $9,244-41.6% | $10,886-50.4% |