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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 | $195,946 | $88,815+120.6% | $81,882+139.3% | $145,897+34.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 86.81% | 1033.75%-946.9pp | 779.47%-692.7pp | 552.29%-465.5pp |
| Employer contribution / active EE | $3,968 | $3,086+28.6% | $2,916+36.1% | $4,663-14.9% |
| Participant deferral / active EE | $13,762 | $4,647+196.1% | $4,323+218.3% | $6,689+105.7% |
| Admin fee / account holder | $3,733 | $8,434-55.7% | $7,360-49.3% | $13,390-72.1% |