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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 | $227,212 | $150,446+51.0% | $136,297+66.7% | $147,585+54.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.70% | 1049.14%-1023.4pp | 5156.19%-5130.5pp | 578.58%-552.9pp |
| Employer contribution / active EE | $7,375 | $5,256+40.3% | $4,696+57.1% | $4,876+51.2% |
| Participant deferral / active EE | $9,630 | $6,631+45.2% | $6,247+54.1% | $5,439+77.1% |
| Admin fee / account holder | $2,317 | $10,906-78.8% | $9,244-74.9% | $10,886-78.7% |