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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 | $210,621 | $150,447+40.0% | $136,298+54.5% | $147,586+42.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.14% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $6,114 | $5,256+16.3% | $4,696+30.2% | $4,876+25.4% |
| Participant deferral / active EE | $7,804 | $6,631+17.7% | $6,247+24.9% | $5,439+43.5% |
| Admin fee / account holder | $15,168 | $10,906+39.1% | $9,244+64.1% | $10,886+39.3% |