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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 | $161,086 | $150,447+7.1% | $136,298+18.2% | $147,586+9.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.06% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $6,120 | $5,256+16.4% | $4,696+30.3% | $4,876+25.5% |
| Participant deferral / active EE | $7,336 | $6,631+10.6% | $6,247+17.4% | $5,439+34.9% |
| Admin fee / account holder | $674 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |