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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 | $175,846 | $150,447+16.9% | $136,298+29.0% | $147,586+19.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.22% | 1049.15%-1025.9pp | 5156.27%-5133.0pp | 578.59%-555.4pp |
| Employer contribution / active EE | $11,470 | $5,256+118.2% | $4,696+144.3% | $4,876+135.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,637 | $10,906+171.7% | $9,244+220.6% | $10,886+172.3% |