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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 | $156,067 | $150,447+3.7% | $136,298+14.5% | $147,586+5.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.58% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $4,912 | $5,256-6.6% | $4,696+4.6% | $4,876+0.7% |
| Participant deferral / active EE | $19,006 | $6,631+186.6% | $6,247+204.2% | $5,439+249.5% |
| Admin fee / account holder | $17,868 | $10,906+63.8% | $9,244+93.3% | $10,886+64.1% |