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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 | $220,569 | $150,442+46.6% | $136,295+61.8% | $147,585+49.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.10% | 1049.09%-1035.0pp | 5155.97%-5141.9pp | 578.56%-564.5pp |
| Employer contribution / active EE | $6,437 | $5,256+22.5% | $4,695+37.1% | $4,876+32.0% |
| Participant deferral / active EE | $12,995 | $6,630+96.0% | $6,247+108.0% | $5,439+138.9% |
| Admin fee / account holder | $616 | $10,905-94.3% | $9,243-93.3% | $10,885-94.3% |