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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 | $200,786 | $150,447+33.5% | $136,298+47.3% | $147,586+36.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.20% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $7,898 | $5,256+50.3% | $4,696+68.2% | $4,876+62.0% |
| Participant deferral / active EE | $4,466 | $6,631-32.7% | $6,247-28.5% | $5,439-17.9% |
| Admin fee / account holder | $27,402 | $10,906+151.2% | $9,244+196.4% | $10,886+151.7% |