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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 | $164,076 | $150,447+9.1% | $136,298+20.4% | $147,586+11.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.46% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $11,179 | $5,256+112.7% | $4,696+138.1% | $4,876+129.2% |
| Participant deferral / active EE | $13,114 | $6,631+97.8% | $6,247+109.9% | $5,439+141.1% |
| Admin fee / account holder | $19,122 | $10,906+75.3% | $9,244+106.9% | $10,886+75.7% |