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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 | $190,803 | $150,446+26.8% | $136,297+40.0% | $147,585+29.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.68% | 1049.14%-1031.5pp | 5156.19%-5138.5pp | 578.58%-560.9pp |
| Employer contribution / active EE | $11,290 | $5,256+114.8% | $4,696+140.4% | $4,876+131.5% |
| Participant deferral / active EE | $6,737 | $6,631+1.6% | $6,247+7.8% | $5,439+23.9% |
| Admin fee / account holder | $1,144 | $10,906-89.5% | $9,244-87.6% | $10,886-89.5% |