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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 | $157,633 | $109,905+43.4% | $98,506+60.0% | $167,553-5.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.89% | 1960.20%-1948.3pp | 1494.92%-1483.0pp | 478.89%-467.0pp |
| Employer contribution / active EE | $14,269 | $3,226+342.3% | $2,961+381.8% | $4,840+194.8% |
| Participant deferral / active EE | $12,041 | $4,674+157.6% | $4,277+181.5% | $6,343+89.8% |
| Admin fee / account holder | $50,806 | $6,760+651.6% | $5,955+753.2% | $12,316+312.5% |