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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 | $151,592 | $202,345-25.1% | $172,755-12.2% | $152,885-0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.70% | 1029.77%-1009.1pp | 802.94%-782.2pp | 345.39%-324.7pp |
| Employer contribution / active EE | $8,415 | $5,858+43.6% | $5,144+63.6% | $4,763+76.7% |
| Participant deferral / active EE | $6,411 | $5,948+7.8% | $5,198+23.3% | $5,851+9.6% |
| Admin fee / account holder | $58,650 | $17,111+242.8% | $13,955+320.3% | $11,598+405.7% |