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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 | $199,375 | $150,442+32.5% | $136,295+46.3% | $147,585+35.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 83.58% | 1049.09%-965.5pp | 5155.97%-5072.4pp | 578.56%-495.0pp |
| Employer contribution / active EE | $38,855 | $5,256+639.2% | $4,695+727.5% | $4,876+696.8% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,285 | $10,905-51.5% | $9,243-42.8% | $10,885-51.5% |