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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 | $204,311 | $150,447+35.8% | $136,298+49.9% | $147,586+38.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 18.52% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.1pp |
| Employer contribution / active EE | $13,100 | $5,256+149.2% | $4,696+179.0% | $4,876+168.6% |
| Participant deferral / active EE | $9,726 | $6,631+46.7% | $6,247+55.7% | $5,439+78.8% |
| Admin fee / account holder | $1,659 | $10,906-84.8% | $9,244-82.1% | $10,886-84.8% |