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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 | $172,745 | $150,447+14.8% | $136,298+26.7% | $147,586+17.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.56% | 1049.15%-1028.6pp | 5156.27%-5135.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $8,544 | $5,256+62.5% | $4,696+82.0% | $4,876+75.2% |
| Participant deferral / active EE | $10,735 | $6,631+61.9% | $6,247+71.8% | $5,439+97.4% |
| Admin fee / account holder | $2,732 | $10,906-75.0% | $9,244-70.4% | $10,886-74.9% |