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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 | $239,188 | $171,867+39.2% | $149,721+59.8% | $147,586+62.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.33% | 2113.36%-2101.0pp | 1501.67%-1489.3pp | 578.59%-566.3pp |
| Employer contribution / active EE | $32,069 | $6,275+411.1% | $5,444+489.0% | $4,876+557.6% |
| Participant deferral / active EE | $8,967 | $7,270+23.3% | $6,568+36.5% | $5,439+64.9% |
| Admin fee / account holder | $3,548 | $13,799-74.3% | $11,282-68.6% | $10,886-67.4% |