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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 | $202,479 | $150,447+34.6% | $136,298+48.6% | $147,586+37.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.33% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.3pp |
| Employer contribution / active EE | $6,647 | $5,256+26.5% | $4,696+41.6% | $4,876+36.3% |
| Participant deferral / active EE | $6,286 | $6,631-5.2% | $6,247+0.6% | $5,439+15.6% |
| Admin fee / account holder | $81,884 | $10,906+650.8% | $9,244+785.8% | $10,886+652.2% |