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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 | $247,945 | $150,447+64.8% | $136,298+81.9% | $147,586+68.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.67% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $12,834 | $5,256+144.2% | $4,696+173.3% | $4,876+163.2% |
| Participant deferral / active EE | $7,052 | $6,631+6.4% | $6,247+12.9% | $5,439+29.7% |
| Admin fee / account holder | $1,085 | $10,906-90.1% | $9,244-88.3% | $10,886-90.0% |