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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 | $135,747 | $138,102-1.7% | $125,381+8.3% | $134,532+0.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 57.33% | 750.73%-693.4pp | 572.31%-515.0pp | 418.27%-360.9pp |
| Employer contribution / active EE | $19,693 | $5,245+275.4% | $4,815+309.0% | $4,741+315.4% |
| Participant deferral / active EE | $13,122 | $7,801+68.2% | $7,448+76.2% | $6,401+105.0% |
| Admin fee / account holder | $336 | $11,568-97.1% | $10,007-96.6% | $11,429-97.1% |