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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 | $161,178 | $150,447+7.1% | $136,298+18.3% | $147,586+9.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 46.22% | 1049.15%-1002.9pp | 5156.27%-5110.1pp | 578.59%-532.4pp |
| Employer contribution / active EE | $20,437 | $5,256+288.8% | $4,696+335.2% | $4,876+319.1% |
| Participant deferral / active EE | $21,000 | $6,631+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $513 | $10,906-95.3% | $9,244-94.5% | $10,886-95.3% |