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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 | $159,393 | $202,345-21.2% | $172,755-7.7% | $152,885+4.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 54.47% | 1029.77%-975.3pp | 802.94%-748.5pp | 345.39%-290.9pp |
| Employer contribution / active EE | $3,745 | $5,858-36.1% | $5,144-27.2% | $4,763-21.4% |
| Participant deferral / active EE | $4,399 | $5,948-26.0% | $5,198-15.4% | $5,851-24.8% |
| Admin fee / account holder | $119,178 | $17,111+596.5% | $13,955+754.0% | $11,598+927.6% |