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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 | $34,763 | $198,462-82.5% | $170,439-79.6% | $147,585-76.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 169.74% | 257.30%-87.6pp | 205.94%-36.2pp | 578.58%-408.8pp |
| Employer contribution / active EE | $10,717 | $6,184+73.3% | $5,433+97.3% | $4,876+119.8% |
| Participant deferral / active EE | $8,229 | $5,629+46.2% | $4,939+66.6% | $5,439+51.3% |
| Admin fee / account holder | $405 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |