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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 | $244,544 | $150,446+62.5% | $136,297+79.4% | $147,585+65.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.74% | 1049.14%-1035.4pp | 5156.19%-5142.5pp | 578.58%-564.8pp |
| Employer contribution / active EE | $7,259 | $5,256+38.1% | $4,696+54.6% | $4,876+48.9% |
| Participant deferral / active EE | $11,113 | $6,631+67.6% | $6,247+77.9% | $5,439+104.3% |
| Admin fee / account holder | $4,738 | $10,906-56.6% | $9,244-48.7% | $10,886-56.5% |