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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 | $198,596 | $150,442+32.0% | $136,295+45.7% | $147,585+34.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.26% | 1049.09%-1034.8pp | 5155.97%-5141.7pp | 578.56%-564.3pp |
| Employer contribution / active EE | $10,357 | $5,256+97.1% | $4,695+120.6% | $4,876+112.4% |
| Participant deferral / active EE | $8,245 | $6,630+24.4% | $6,247+32.0% | $5,439+51.6% |
| Admin fee / account holder | $2,517 | $10,905-76.9% | $9,243-72.8% | $10,885-76.9% |