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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 | $172,221 | $150,447+14.5% | $136,298+26.4% | $147,586+16.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.86% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $3,803 | $5,256-27.7% | $4,696-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $7,055 | $6,631+6.4% | $6,247+12.9% | $5,439+29.7% |
| Admin fee / account holder | $45,534 | $10,906+317.5% | $9,244+392.6% | $10,886+318.3% |