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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 | $114,191 | $150,447-24.1% | $136,298-16.2% | $147,586-22.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 85.59% | 1049.15%-963.6pp | 5156.27%-5070.7pp | 578.59%-493.0pp |
| Employer contribution / active EE | $7,714 | $5,256+46.8% | $4,696+64.3% | $4,876+58.2% |
| Participant deferral / active EE | $5,801 | $6,631-12.5% | $6,247-7.1% | $5,439+6.7% |
| Admin fee / account holder | $3,204 | $10,906-70.6% | $9,244-65.3% | $10,886-70.6% |