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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 | $186,916 | $185,225+0.9% | $142,898+30.8% | $167,536+11.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.76% | 8558.12%-8547.4pp | 5639.64%-5628.9pp | 478.82%-468.1pp |
| Employer contribution / active EE | $12,258 | $5,607+118.6% | $4,146+195.7% | $4,839+153.3% |
| Participant deferral / active EE | $7,850 | $4,496+74.6% | $3,838+104.5% | $6,342+23.8% |
| Admin fee / account holder | $5,419 | $8,032-32.5% | $6,560-17.4% | $12,315-56.0% |