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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 | $241,559 | $150,447+60.6% | $136,298+77.2% | $147,586+63.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.84% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $5,837 | $5,256+11.0% | $4,696+24.3% | $4,876+19.7% |
| Participant deferral / active EE | $4,950 | $6,631-25.3% | $6,247-20.8% | $5,439-9.0% |
| Admin fee / account holder | $7,518 | $10,906-31.1% | $9,244-18.7% | $10,886-30.9% |