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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 | $205,756 | $150,447+36.8% | $136,298+51.0% | $147,586+39.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.46% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $12,405 | $5,256+136.0% | $4,696+164.2% | $4,876+154.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,439 | $10,906-50.1% | $9,244-41.2% | $10,886-50.0% |