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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 | $100,306 | $150,445-33.3% | $136,297-26.4% | $147,585-32.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.90% | 1049.14%-1033.2pp | 5156.16%-5140.3pp | 578.57%-562.7pp |
| Employer contribution / active EE | $18,709 | $5,256+255.9% | $4,696+298.4% | $4,876+283.7% |
| Participant deferral / active EE | $23,626 | $6,631+256.3% | $6,247+278.2% | $5,439+334.4% |
| Admin fee / account holder | $1,261 | $10,906-88.4% | $9,244-86.4% | $10,885-88.4% |