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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 | $165,622 | $150,447+10.1% | $136,298+21.5% | $147,586+12.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.49% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $18,412 | $5,256+250.3% | $4,696+292.1% | $4,876+277.6% |
| Participant deferral / active EE | $11,725 | $6,631+76.8% | $6,247+87.7% | $5,439+115.6% |
| Admin fee / account holder | $8,523 | $10,906-21.9% | $9,244-7.8% | $10,886-21.7% |