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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 | $232,936 | $150,442+54.8% | $136,295+70.9% | $147,585+57.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.43% | 1049.09%-1038.7pp | 5155.97%-5145.5pp | 578.56%-568.1pp |
| Employer contribution / active EE | $4,566 | $5,256-13.1% | $4,695-2.8% | $4,876-6.4% |
| Participant deferral / active EE | $9,953 | $6,630+50.1% | $6,247+59.3% | $5,439+83.0% |
| Admin fee / account holder | $1,451 | $10,905-86.7% | $9,243-84.3% | $10,885-86.7% |