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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 | $195,318 | $150,447+29.8% | $136,298+43.3% | $147,586+32.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.94% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.7pp |
| Employer contribution / active EE | $8,922 | $5,256+69.7% | $4,696+90.0% | $4,876+83.0% |
| Participant deferral / active EE | $7,809 | $6,631+17.8% | $6,247+25.0% | $5,439+43.6% |
| Admin fee / account holder | $1,602 | $10,906-85.3% | $9,244-82.7% | $10,886-85.3% |