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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 | $233,114 | $150,442+55.0% | $136,295+71.0% | $147,585+58.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.58% | 1049.09%-1035.5pp | 5155.97%-5142.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $4,552 | $5,256-13.4% | $4,695-3.1% | $4,876-6.7% |
| Participant deferral / active EE | $2,903 | $6,630-56.2% | $6,247-53.5% | $5,439-46.6% |
| Admin fee / account holder | $3,889 | $10,905-64.3% | $9,243-57.9% | $10,885-64.3% |