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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 | $183,163 | $202,342-9.5% | $172,753+6.0% | $152,909+19.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.77% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.7pp |
| Employer contribution / active EE | $11,408 | $5,857+94.8% | $5,144+121.8% | $4,764+139.5% |
| Participant deferral / active EE | $4,164 | $5,948-30.0% | $5,198-19.9% | $5,851-28.8% |
| Admin fee / account holder | $6,057 | $17,112-64.6% | $13,956-56.6% | $11,601-47.8% |