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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 | $154,061 | $150,446+2.4% | $136,297+13.0% | $147,585+4.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.35% | 1049.14%-1025.8pp | 5156.19%-5132.8pp | 578.58%-555.2pp |
| Employer contribution / active EE | $10,000 | $5,256+90.2% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $9,460 | $6,631+42.7% | $6,247+51.4% | $5,439+73.9% |
| Admin fee / account holder | $187,398 | $10,906+1618.3% | $9,244+1927.3% | $10,886+1621.5% |