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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 | $149,610 | $150,446-0.6% | $136,297+9.8% | $147,585+1.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.91% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $9,273 | $5,256+76.4% | $4,696+97.5% | $4,876+90.2% |
| Participant deferral / active EE | $5,733 | $6,631-13.5% | $6,247-8.2% | $5,439+5.4% |
| Admin fee / account holder | $4,565 | $10,906-58.1% | $9,244-50.6% | $10,886-58.1% |