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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 | $166,456 | $150,442+10.6% | $136,295+22.1% | $147,585+12.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.38% | 1049.09%-1036.7pp | 5155.97%-5143.6pp | 578.56%-566.2pp |
| Employer contribution / active EE | $11,835 | $5,256+125.2% | $4,695+152.1% | $4,876+142.7% |
| Participant deferral / active EE | $11,748 | $6,630+77.2% | $6,247+88.1% | $5,439+116.0% |
| Admin fee / account holder | $3,664 | $10,905-66.4% | $9,243-60.4% | $10,885-66.3% |