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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 | $87,115 | $57,305+52.0% | $86,640+0.5% | $75,173+15.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 35.01% | 2674.24%-2639.2pp | 592.52%-557.5pp | 160.72%-125.7pp |
| Employer contribution / active EE | $6,192 | $2,316+167.3% | $3,024+104.7% | $2,671+131.8% |
| Participant deferral / active EE | $6,664 | $3,320+100.8% | $4,438+50.2% | $4,126+61.5% |
| Admin fee / account holder | $447 | $4,116-89.1% | $5,616-92.0% | $5,651-92.1% |