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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 | $88,156 | $148,623-40.7% | $135,974-35.2% | $139,466-36.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 188.79% | 79.30%+109.5pp | 68.30%+120.5pp | 373.66%-184.9pp |
| Employer contribution / active EE | $23,657 | $5,246+350.9% | $4,859+386.9% | $4,754+397.6% |
| Participant deferral / active EE | $21,127 | $8,103+160.7% | $7,760+172.3% | $6,712+214.8% |
| Admin fee / account holder | $578 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |