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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 | $172,337 | $150,446+14.6% | $136,297+26.4% | $147,585+16.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1049.14%-1032.3pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $4,166 | $5,256-20.7% | $4,696-11.3% | $4,876-14.6% |
| Participant deferral / active EE | $15,317 | $6,631+131.0% | $6,247+145.2% | $5,439+181.6% |
| Admin fee / account holder | $29,336 | $10,906+169.0% | $9,244+217.4% | $10,886+169.5% |