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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 | $154,201 | $150,445+2.5% | $136,297+13.1% | $147,585+4.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.20% | 1049.14%-1028.9pp | 5156.16%-5136.0pp | 578.57%-558.4pp |
| Employer contribution / active EE | $2,440 | $5,256-53.6% | $4,696-48.0% | $4,876-50.0% |
| Participant deferral / active EE | $12,200 | $6,631+84.0% | $6,247+95.3% | $5,439+124.3% |
| Admin fee / account holder | $576 | $10,906-94.7% | $9,244-93.8% | $10,885-94.7% |