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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 | $220,519 | $150,442+46.6% | $136,295+61.8% | $147,585+49.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.37% | 1049.09%-1035.7pp | 5155.97%-5142.6pp | 578.56%-565.2pp |
| Employer contribution / active EE | $2,069 | $5,256-60.6% | $4,695-55.9% | $4,876-57.6% |
| Participant deferral / active EE | $10,321 | $6,630+55.7% | $6,247+65.2% | $5,439+89.8% |
| Admin fee / account holder | $79,956 | $10,905+633.2% | $9,243+765.0% | $10,885+634.5% |