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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 | $188,392 | $150,442+25.2% | $136,295+38.2% | $147,585+27.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 1049.09%-1034.7pp | 5155.97%-5141.5pp | 578.56%-564.1pp |
| Employer contribution / active EE | $12,003 | $5,256+128.4% | $4,695+155.6% | $4,876+146.1% |
| Participant deferral / active EE | $9,284 | $6,630+40.0% | $6,247+48.6% | $5,439+70.7% |
| Admin fee / account holder | $2,325 | $10,905-78.7% | $9,243-74.9% | $10,885-78.6% |