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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 | $192,596 | $150,447+28.0% | $136,298+41.3% | $147,586+30.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.04% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $7,333 | $5,256+39.5% | $4,696+56.2% | $4,876+50.4% |
| Participant deferral / active EE | $6,685 | $6,631+0.8% | $6,247+7.0% | $5,439+22.9% |
| Admin fee / account holder | $17,188 | $10,906+57.6% | $9,244+85.9% | $10,886+57.9% |