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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 | $201,422 | $150,446+33.9% | $136,297+47.8% | $147,585+36.5% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 11.61% | 1049.14%-1037.5pp | 5156.19%-5144.6pp | 578.58%-567.0pp |
| Employer contribution / active EE | $7,715 | $5,256+46.8% | $4,696+64.3% | $4,876+58.2% |
| Participant deferral / active EE | $5,716 | $6,631-13.8% | $6,247-8.5% | $5,439+5.1% |
| Admin fee / account holder | $25,682 | $10,906+135.5% | $9,244+177.8% | $10,886+135.9% |