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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 | $198,846 | $150,447+32.2% | $136,298+45.9% | $147,586+34.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.16% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,072 | $5,256-60.6% | $4,696-55.9% | $4,876-57.5% |
| Participant deferral / active EE | $12,447 | $6,631+87.7% | $6,247+99.2% | $5,439+128.9% |
| Admin fee / account holder | $1,840 | $10,906-83.1% | $9,244-80.1% | $10,886-83.1% |