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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 | $201,319 | $150,446+33.8% | $136,297+47.7% | $147,585+36.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.67% | 1049.14%-1033.5pp | 5156.19%-5140.5pp | 578.58%-562.9pp |
| Employer contribution / active EE | $5,719 | $5,256+8.8% | $4,696+21.8% | $4,876+17.3% |
| Participant deferral / active EE | $9,732 | $6,631+46.8% | $6,247+55.8% | $5,439+78.9% |
| Admin fee / account holder | $17,775 | $10,906+63.0% | $9,244+92.3% | $10,886+63.3% |