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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 | $83,038 | $198,457-58.2% | $170,435-51.3% | $147,586-43.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 113.13% | 257.30%-144.2pp | 205.94%-92.8pp | 578.59%-465.5pp |
| Employer contribution / active EE | $10,169 | $6,183+64.5% | $5,432+87.2% | $4,876+108.5% |
| Participant deferral / active EE | $6,612 | $5,629+17.4% | $4,939+33.9% | $5,439+21.6% |
| Admin fee / account holder | $889 | $16,852-94.7% | $13,881-93.6% | $10,886-91.8% |