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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 | $143,559 | $150,447-4.6% | $136,298+5.3% | $147,586-2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 53.91% | 1049.15%-995.2pp | 5156.27%-5102.4pp | 578.59%-524.7pp |
| Employer contribution / active EE | $13,910 | $5,256+164.6% | $4,696+196.2% | $4,876+185.3% |
| Participant deferral / active EE | $10,820 | $6,631+63.2% | $6,247+73.2% | $5,439+98.9% |
| Admin fee / account holder | $1,063 | $10,906-90.3% | $9,244-88.5% | $10,886-90.2% |