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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 | $185,657 | $150,447+23.4% | $136,298+36.2% | $147,586+25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.85% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $7,749 | $5,256+47.4% | $4,696+65.0% | $4,876+58.9% |
| Participant deferral / active EE | $12,119 | $6,631+82.8% | $6,247+94.0% | $5,439+122.8% |
| Admin fee / account holder | $8,854 | $10,906-18.8% | $9,244-4.2% | $10,886-18.7% |