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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 | $197,095 | $109,905+79.3% | $98,506+100.1% | $167,553+17.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.21% | 1960.20%-1951.0pp | 1494.92%-1485.7pp | 478.89%-469.7pp |
| Employer contribution / active EE | $17,212 | $3,226+433.6% | $2,961+481.2% | $4,840+255.6% |
| Participant deferral / active EE | $9,716 | $4,674+107.9% | $4,277+127.2% | $6,343+53.2% |
| Admin fee / account holder | $21,014 | $6,760+210.9% | $5,955+252.9% | $12,316+70.6% |