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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 | $103,941 | $150,442-30.9% | $136,295-23.7% | $147,585-29.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.60% | 1049.09%-1035.5pp | 5155.97%-5142.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $13,333 | $5,256+153.7% | $4,695+184.0% | $4,876+173.4% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $810 | $10,905-92.6% | $9,243-91.2% | $10,885-92.6% |