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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 | $195,271 | $150,446+29.8% | $136,297+43.3% | $147,585+32.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.56% | 1049.14%-1034.6pp | 5156.19%-5141.6pp | 578.58%-564.0pp |
| Employer contribution / active EE | $2,288 | $5,256-56.5% | $4,696-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $7,032 | $6,631+6.0% | $6,247+12.6% | $5,439+29.3% |
| Admin fee / account holder | $5,325 | $10,906-51.2% | $9,244-42.4% | $10,886-51.1% |