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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 | $61,116 | $84,685-27.8% | $73,836-17.2% | $125,389-51.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 58.47% | 3123.80%-3065.3pp | 2268.06%-2209.6pp | 282.24%-223.8pp |
| Employer contribution / active EE | $2,639 | $3,123-15.5% | $2,787-5.3% | $4,866-45.8% |
| Participant deferral / active EE | $6,106 | $3,993+52.9% | $3,583+70.4% | $5,352+14.1% |
| Admin fee / account holder | $27,038 | $5,694+374.9% | $4,882+453.8% | $9,541+183.4% |