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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 | $177,385 | $150,447+17.9% | $136,298+30.1% | $147,586+20.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.25% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $11,305 | $5,256+115.1% | $4,696+140.7% | $4,876+131.8% |
| Participant deferral / active EE | $11,338 | $6,631+71.0% | $6,247+81.5% | $5,439+108.5% |
| Admin fee / account holder | $3,026 | $10,906-72.3% | $9,244-67.3% | $10,886-72.2% |