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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 | $236,862 | $202,342+17.1% | $172,752+37.1% | $152,897+54.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 164.31% | 1029.83%-865.5pp | 802.97%-638.7pp | 345.43%-181.1pp |
| Employer contribution / active EE | $14,625 | $5,858+149.7% | $5,144+184.3% | $4,764+207.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $762 | $17,111-95.5% | $13,955-94.5% | $11,599-93.4% |