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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 | $172,061 | $150,447+14.4% | $136,298+26.2% | $147,586+16.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.79% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $11,534 | $5,256+119.4% | $4,696+145.6% | $4,876+136.5% |
| Participant deferral / active EE | $4,397 | $6,631-33.7% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $155,984 | $10,906+1330.2% | $9,244+1587.4% | $10,886+1332.9% |