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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 | $199,057 | $150,447+32.3% | $136,298+46.0% | $147,586+34.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.73% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $2,604 | $5,256-50.5% | $4,696-44.5% | $4,876-46.6% |
| Participant deferral / active EE | $7,025 | $6,631+5.9% | $6,247+12.4% | $5,439+29.2% |
| Admin fee / account holder | $23,776 | $10,906+118.0% | $9,244+157.2% | $10,886+118.4% |