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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 | $247,807 | $150,447+64.7% | $136,298+81.8% | $147,586+67.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.87% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,215 | $5,256-0.8% | $4,696+11.1% | $4,876+7.0% |
| Participant deferral / active EE | $14,243 | $6,631+114.8% | $6,247+128.0% | $5,439+161.9% |
| Admin fee / account holder | $1,250 | $10,906-88.5% | $9,244-86.5% | $10,886-88.5% |