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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 | $168,039 | $150,447+11.7% | $136,298+23.3% | $147,586+13.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.31% | 1049.15%-1033.8pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,089 | $5,256-41.2% | $4,696-34.2% | $4,876-36.7% |
| Participant deferral / active EE | $7,703 | $6,631+16.2% | $6,247+23.3% | $5,439+41.6% |
| Admin fee / account holder | $679 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |