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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 | $185,565 | $150,447+23.3% | $136,298+36.1% | $147,586+25.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.57% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $13,936 | $5,256+165.1% | $4,696+196.8% | $4,876+185.8% |
| Participant deferral / active EE | $8,131 | $6,631+22.6% | $6,247+30.1% | $5,439+49.5% |
| Admin fee / account holder | $10,324 | $10,906-5.3% | $9,244+11.7% | $10,886-5.2% |