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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 | $175,134 | $150,447+16.4% | $136,298+28.5% | $147,586+18.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.84% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,562 | $5,256-51.3% | $4,696-45.4% | $4,876-47.5% |
| Participant deferral / active EE | $7,324 | $6,631+10.5% | $6,247+17.2% | $5,439+34.7% |
| Admin fee / account holder | $17,450 | $10,906+60.0% | $9,244+88.8% | $10,886+60.3% |