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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 | $175,427 | $150,447+16.6% | $136,298+28.7% | $147,586+18.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.12% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $9,248 | $5,256+75.9% | $4,696+97.0% | $4,876+89.7% |
| Participant deferral / active EE | $12,102 | $6,631+82.5% | $6,247+93.7% | $5,439+122.5% |
| Admin fee / account holder | $9,034 | $10,906-17.2% | $9,244-2.3% | $10,886-17.0% |