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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 | $208,582 | $150,447+38.6% | $136,298+53.0% | $147,586+41.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.26% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $7,010 | $5,256+33.4% | $4,696+49.3% | $4,876+43.8% |
| Participant deferral / active EE | $2,594 | $6,631-60.9% | $6,247-58.5% | $5,439-52.3% |
| Admin fee / account holder | $19,465 | $10,906+78.5% | $9,244+110.6% | $10,886+78.8% |