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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 | $154,354 | $138,114+11.8% | $125,391+23.1% | $134,545+14.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 37.18% | 750.88%-713.7pp | 572.41%-535.2pp | 418.37%-381.2pp |
| Employer contribution / active EE | $15,589 | $5,246+197.2% | $4,816+223.7% | $4,742+228.8% |
| Participant deferral / active EE | $12,287 | $7,801+57.5% | $7,448+65.0% | $6,401+91.9% |
| Admin fee / account holder | $15,145 | $11,570+30.9% | $10,009+51.3% | $11,431+32.5% |