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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 | $172,194 | $150,447+14.5% | $136,298+26.3% | $147,586+16.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.78% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,349 | $5,256-36.3% | $4,696-28.7% | $4,876-31.3% |
| Participant deferral / active EE | $9,882 | $6,631+49.0% | $6,247+58.2% | $5,439+81.7% |
| Admin fee / account holder | $29,032 | $10,906+166.2% | $9,244+214.1% | $10,886+166.7% |