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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 | $166,405 | $150,442+10.6% | $136,295+22.1% | $147,585+12.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.30% | 1049.09%-1037.8pp | 5155.97%-5144.7pp | 578.56%-567.3pp |
| Employer contribution / active EE | $11,689 | $5,256+122.4% | $4,695+148.9% | $4,876+139.7% |
| Participant deferral / active EE | $9,231 | $6,630+39.2% | $6,247+47.8% | $5,439+69.7% |
| Admin fee / account holder | $17,739 | $10,905+62.7% | $9,243+91.9% | $10,885+63.0% |