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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 | $150,153 | $150,447-0.2% | $136,298+10.2% | $147,586+1.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $7,744 | $5,256+47.3% | $4,696+64.9% | $4,876+58.8% |
| Participant deferral / active EE | $7,958 | $6,631+20.0% | $6,247+27.4% | $5,439+46.3% |
| Admin fee / account holder | $32,285 | $10,906+196.0% | $9,244+249.3% | $10,886+196.6% |