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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 | $141,213 | $150,447-6.1% | $136,298+3.6% | $147,586-4.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.97% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $8,221 | $5,256+56.4% | $4,696+75.1% | $4,876+68.6% |
| Participant deferral / active EE | $8,527 | $6,631+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $32,292 | $10,906+196.1% | $9,244+249.3% | $10,886+196.6% |