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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 | $162,038 | $150,447+7.7% | $136,298+18.9% | $147,586+9.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.52% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.1pp |
| Employer contribution / active EE | $9,233 | $5,256+75.6% | $4,696+96.6% | $4,876+89.3% |
| Participant deferral / active EE | $13,116 | $6,631+97.8% | $6,247+109.9% | $5,439+141.2% |
| Admin fee / account holder | $1,258 | $10,906-88.5% | $9,244-86.4% | $10,886-88.4% |