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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 | $224,926 | $150,445+49.5% | $136,297+65.0% | $147,585+52.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.09% | 1049.14%-1034.0pp | 5156.16%-5141.1pp | 578.57%-563.5pp |
| Employer contribution / active EE | $7,888 | $5,256+50.1% | $4,696+68.0% | $4,876+61.8% |
| Participant deferral / active EE | $10,541 | $6,631+59.0% | $6,247+68.7% | $5,439+93.8% |
| Admin fee / account holder | $34,274 | $10,906+214.3% | $9,244+270.8% | $10,885+214.9% |