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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 | $180,188 | $150,447+19.8% | $136,298+32.2% | $147,586+22.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.76% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $14,531 | $5,256+176.4% | $4,696+209.4% | $4,876+198.0% |
| Participant deferral / active EE | $11,606 | $6,631+75.0% | $6,247+85.8% | $5,439+113.4% |
| Admin fee / account holder | $15,254 | $10,906+39.9% | $9,244+65.0% | $10,886+40.1% |