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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 | $233,501 | $150,447+55.2% | $136,298+71.3% | $147,586+58.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.64% | 1049.15%-1037.5pp | 5156.27%-5144.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $8,034 | $5,256+52.8% | $4,696+71.1% | $4,876+64.8% |
| Participant deferral / active EE | $5,452 | $6,631-17.8% | $6,247-12.7% | $5,439+0.3% |
| Admin fee / account holder | $37,133 | $10,906+240.5% | $9,244+301.7% | $10,886+241.1% |