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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 | $202,620 | $150,446+34.7% | $136,297+48.7% | $147,585+37.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.68% | 1049.14%-1034.5pp | 5156.19%-5141.5pp | 578.58%-563.9pp |
| Employer contribution / active EE | $12,521 | $5,256+138.2% | $4,696+166.7% | $4,876+156.8% |
| Participant deferral / active EE | $9,928 | $6,631+49.7% | $6,247+58.9% | $5,439+82.5% |
| Admin fee / account holder | $98,494 | $10,906+803.1% | $9,244+965.5% | $10,886+804.8% |