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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 | $177,764 | $150,442+18.2% | $136,295+30.4% | $147,585+20.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.73% | 1049.09%-1033.4pp | 5155.97%-5140.2pp | 578.56%-562.8pp |
| Employer contribution / active EE | $11,003 | $5,256+109.3% | $4,695+134.3% | $4,876+125.6% |
| Participant deferral / active EE | $9,254 | $6,630+39.6% | $6,247+48.1% | $5,439+70.2% |
| Admin fee / account holder | $41,897 | $10,905+284.2% | $9,243+353.3% | $10,885+284.9% |