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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 | $179,973 | $150,442+19.6% | $136,295+32.0% | $147,585+21.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.46% | 1049.09%-1028.6pp | 5155.97%-5135.5pp | 578.56%-558.1pp |
| Employer contribution / active EE | $1,780 | $5,256-66.1% | $4,695-62.1% | $4,876-63.5% |
| Participant deferral / active EE | $10,254 | $6,630+54.7% | $6,247+64.1% | $5,439+88.5% |
| Admin fee / account holder | $23,487 | $10,905+115.4% | $9,243+154.1% | $10,885+115.8% |