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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 | $150,447+25.2% | $136,298+38.2% | $147,586+27.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $12,003 | $5,256+128.3% | $4,696+155.6% | $4,876+146.1% |
| Participant deferral / active EE | $9,284 | $6,631+40.0% | $6,247+48.6% | $5,439+70.7% |
| Admin fee / account holder | $2,325 | $10,906-78.7% | $9,244-74.9% | $10,886-78.6% |