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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 | $157,496 | $150,447+4.7% | $136,298+15.6% | $147,586+6.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.33% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $13,340 | $5,256+153.8% | $4,696+184.1% | $4,876+173.6% |
| Participant deferral / active EE | $13,902 | $6,631+109.7% | $6,247+122.5% | $5,439+155.6% |
| Admin fee / account holder | $22,778 | $10,906+108.9% | $9,244+146.4% | $10,886+109.2% |