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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 | $121,046 | $159,934-24.3% | $147,005-17.7% | $145,959-17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 370.28% | 98.24%+272.0pp | 418.76%-48.5pp | 561.95%-191.7pp |
| Employer contribution / active EE | $10,557 | $5,287+99.7% | $4,934+114.0% | $4,661+126.5% |
| Participant deferral / active EE | $11,500 | $8,427+36.5% | $8,070+42.5% | $6,689+71.9% |
| Admin fee / account holder | $367 | $15,053-97.6% | $13,006-97.2% | $13,398-97.3% |