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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 | $137,125 | $150,447-8.9% | $136,298+0.6% | $147,586-7.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.21% | 1049.15%-1035.9pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,696+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $11,180 | $6,631+68.6% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $19,045 | $10,906+74.6% | $9,244+106.0% | $10,886+75.0% |