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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 | $141,779 | $124,187+14.2% | $108,410+30.8% | $167,518-15.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 32.38% | 1379.80%-1347.4pp | 905.34%-873.0pp | 478.71%-446.3pp |
| Employer contribution / active EE | $11,480 | $4,187+174.2% | $3,558+222.6% | $4,838+137.3% |
| Participant deferral / active EE | $16,615 | $6,908+140.5% | $6,562+153.2% | $6,342+162.0% |
| Admin fee / account holder | $4,456 | $9,456-52.9% | $7,296-38.9% | $12,312-63.8% |