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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 | $71,790 | $150,447-52.3% | $136,298-47.3% | $147,586-51.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 126.62% | 1049.15%-922.5pp | 5156.27%-5029.6pp | 578.59%-452.0pp |
| Employer contribution / active EE | $3,934 | $5,256-25.2% | $4,696-16.2% | $4,876-19.3% |
| Participant deferral / active EE | $7,508 | $6,631+13.2% | $6,247+20.2% | $5,439+38.0% |
| Admin fee / account holder | $65,265 | $10,906+498.4% | $9,244+606.0% | $10,886+499.5% |