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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 | $175,615 | $99,011+77.4% | $86,582+102.8% | $147,586+19.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.69% | 1312.75%-1302.1pp | 965.08%-954.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $6,470 | $3,132+106.6% | $2,839+127.9% | $4,876+32.7% |
| Participant deferral / active EE | $6,467 | $3,972+62.8% | $3,609+79.2% | $5,439+18.9% |
| Admin fee / account holder | $5,420 | $5,709-5.1% | $4,904+10.5% | $10,886-50.2% |