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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 | $243,024 | $150,447+61.5% | $136,298+78.3% | $147,586+64.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.30% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $21,382 | $5,256+306.8% | $4,696+355.4% | $4,876+338.5% |
| Participant deferral / active EE | $10,695 | $6,631+61.3% | $6,247+71.2% | $5,439+96.7% |
| Admin fee / account holder | $9,325 | $10,906-14.5% | $9,244+0.9% | $10,886-14.3% |