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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 | $155,835 | $138,076+12.9% | $123,553+26.1% | $135,380+15.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3108.94% | 153.70%+2955.2pp | 119.21%+2989.7pp | 519.81%+2589.1pp |
| Employer contribution / active EE | $2,829 | $5,152-45.1% | $4,628-38.9% | $4,779-40.8% |
| Participant deferral / active EE | $15,139 | $6,800+122.6% | $6,426+135.6% | $5,609+169.9% |
| Admin fee / account holder | $1,119 | $10,917-89.7% | $9,284-87.9% | $10,828-89.7% |