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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 | $113,159 | $150,447-24.8% | $136,298-17.0% | $147,586-23.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.45% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $12,948 | $5,256+146.3% | $4,696+175.7% | $4,876+165.5% |
| Participant deferral / active EE | $8,207 | $6,631+23.8% | $6,247+31.4% | $5,439+50.9% |
| Admin fee / account holder | $11,798 | $10,906+8.2% | $9,244+27.6% | $10,886+8.4% |