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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 | $153,424 | $124,175+23.6% | $108,405+41.5% | $167,536-8.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17964.73% | 1380.13%+16584.6pp | 905.55%+17059.2pp | 478.82%+17485.9pp |
| Employer contribution / active EE | $11,945 | $4,188+185.3% | $3,559+235.6% | $4,839+146.8% |
| Participant deferral / active EE | $11,881 | $6,908+72.0% | $6,563+81.0% | $6,342+87.3% |
| Admin fee / account holder | $531 | $9,457-94.4% | $7,297-92.7% | $12,315-95.7% |