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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 | $163,525 | $150,446+8.7% | $136,297+20.0% | $147,585+10.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.61% | 1049.14%-1031.5pp | 5156.19%-5138.6pp | 578.58%-561.0pp |
| Employer contribution / active EE | $4,154 | $5,256-21.0% | $4,696-11.5% | $4,876-14.8% |
| Participant deferral / active EE | $6,611 | $6,631-0.3% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $29,021 | $10,906+166.1% | $9,244+214.0% | $10,886+166.6% |