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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 | $208,821 | $150,447+38.8% | $136,298+53.2% | $147,586+41.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.65% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $25,000 | $5,256+375.6% | $4,696+432.4% | $4,876+412.7% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,873 | $10,906-82.8% | $9,244-79.7% | $10,886-82.8% |