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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 | $138,530 | $150,447-7.9% | $136,298+1.6% | $147,586-6.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.91% | 1049.15%-1038.2pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $13,307 | $5,256+153.2% | $4,696+183.4% | $4,876+172.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,073 | $10,906+139.1% | $9,244+182.1% | $10,886+139.5% |