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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 | $153,529 | $152,619+0.6% | $125,195+22.6% | $152,909+0.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 339.77% | 54.85%+284.9pp | 43.79%+296.0pp | 345.46%-5.7pp |
| Employer contribution / active EE | $15,777 | $4,947+218.9% | $3,866+308.1% | $4,764+231.2% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,993 | $13,437-77.7% | $9,704-69.2% | $11,601-74.2% |