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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 | $171,563 | $150,447+14.0% | $136,298+25.9% | $147,586+16.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.20% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $8,344 | $5,256+58.7% | $4,696+77.7% | $4,876+71.1% |
| Participant deferral / active EE | $4,405 | $6,631-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $550 | $10,906-95.0% | $9,244-94.0% | $10,886-94.9% |