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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 | $242,311 | $150,447+61.1% | $136,298+77.8% | $147,586+64.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.43% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,764 | $5,256-47.4% | $4,696-41.1% | $4,876-43.3% |
| Participant deferral / active EE | $10,945 | $6,631+65.1% | $6,247+75.2% | $5,439+101.2% |
| Admin fee / account holder | $1,559 | $10,906-85.7% | $9,244-83.1% | $10,886-85.7% |