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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 | $177,390 | $150,447+17.9% | $136,298+30.1% | $147,586+20.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.35% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,413 | $6,631+87.2% | $6,247+98.7% | $5,439+128.2% |
| Admin fee / account holder | $3,951 | $10,906-63.8% | $9,244-57.3% | $10,886-63.7% |