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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 | $225,300 | $150,447+49.8% | $136,298+65.3% | $147,586+52.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.83% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.8pp |
| Employer contribution / active EE | $15,560 | $5,256+196.0% | $4,696+231.4% | $4,876+219.1% |
| Participant deferral / active EE | $3,720 | $6,631-43.9% | $6,247-40.5% | $5,439-31.6% |
| Admin fee / account holder | $1,373 | $10,906-87.4% | $9,244-85.2% | $10,886-87.4% |