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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 | $165,346 | $171,867-3.8% | $149,721+10.4% | $147,586+12.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.81% | 2113.36%-2093.6pp | 1501.67%-1481.9pp | 578.59%-558.8pp |
| Employer contribution / active EE | $26,811 | $6,275+327.3% | $5,444+392.5% | $4,876+449.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $732,935 | $13,799+5211.4% | $11,282+6396.3% | $10,886+6633.0% |