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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 | $216,799 | $150,447+44.1% | $136,298+59.1% | $147,586+46.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.38% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $9,628 | $5,256+83.2% | $4,696+105.0% | $4,876+97.4% |
| Participant deferral / active EE | $10,518 | $6,631+58.6% | $6,247+68.4% | $5,439+93.4% |
| Admin fee / account holder | $21,337 | $10,906+95.6% | $9,244+130.8% | $10,886+96.0% |