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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 | $185,281 | $150,446+23.2% | $136,297+35.9% | $147,585+25.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.34% | 1049.14%-1031.8pp | 5156.19%-5138.9pp | 578.58%-561.2pp |
| Employer contribution / active EE | $9,233 | $5,256+75.6% | $4,696+96.6% | $4,876+89.3% |
| Participant deferral / active EE | $9,995 | $6,631+50.7% | $6,247+60.0% | $5,439+83.8% |
| Admin fee / account holder | $2,222 | $10,906-79.6% | $9,244-76.0% | $10,886-79.6% |