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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 | $165,738 | $150,447+10.2% | $136,298+21.6% | $147,586+12.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.24% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $10,523 | $5,256+100.2% | $4,696+124.1% | $4,876+115.8% |
| Participant deferral / active EE | $8,306 | $6,631+25.3% | $6,247+33.0% | $5,439+52.7% |
| Admin fee / account holder | $5,866 | $10,906-46.2% | $9,244-36.5% | $10,886-46.1% |