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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 | $192,120 | $150,447+27.7% | $136,298+41.0% | $147,586+30.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.22% | 1049.15%-1033.9pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $4,773 | $5,256-9.2% | $4,696+1.6% | $4,876-2.1% |
| Participant deferral / active EE | $8,405 | $6,631+26.8% | $6,247+34.5% | $5,439+54.5% |
| Admin fee / account holder | $31,982 | $10,906+193.2% | $9,244+246.0% | $10,886+193.8% |