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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 | $149,797 | $96,388+55.4% | $80,627+85.8% | $139,466+7.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5146.90% | 1352.08%+3794.8pp | 936.76%+4210.1pp | 373.66%+4773.2pp |
| Employer contribution / active EE | $5,357 | $3,260+64.3% | $2,723+96.8% | $4,754+12.7% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $194,006 | $6,603+2838.1% | $5,381+3505.7% | $11,409+1600.5% |