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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 | $147,071 | $150,442-2.2% | $136,295+7.9% | $147,585-0.3% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 19.90% | 1049.09%-1029.2pp | 5155.97%-5136.1pp | 578.56%-558.7pp |
| Employer contribution / active EE | $13,594 | $5,256+158.6% | $4,695+189.5% | $4,876+178.8% |
| Participant deferral / active EE | $5,141 | $6,630-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $2,790 | $10,905-74.4% | $9,243-69.8% | $10,885-74.4% |