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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 | $181,816 | $150,447+20.9% | $136,298+33.4% | $147,586+23.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $4,201 | $5,256-20.1% | $4,696-10.5% | $4,876-13.9% |
| Participant deferral / active EE | $8,831 | $6,631+33.2% | $6,247+41.4% | $5,439+62.4% |
| Admin fee / account holder | $48,275 | $10,906+342.6% | $9,244+422.2% | $10,886+343.5% |