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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 | $194,849 | $150,447+29.5% | $136,298+43.0% | $147,586+32.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.87% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $15,125 | $5,256+187.7% | $4,696+222.1% | $4,876+210.2% |
| Participant deferral / active EE | $12,325 | $6,631+85.9% | $6,247+97.3% | $5,439+126.6% |
| Admin fee / account holder | $7,467 | $10,906-31.5% | $9,244-19.2% | $10,886-31.4% |