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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 | $185,966 | $97,732+90.3% | $83,831+121.8% | $135,380+37.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 87.22% | 1287.56%-1200.3pp | 850.99%-763.8pp | 519.81%-432.6pp |
| Employer contribution / active EE | $27,082 | $4,222+541.4% | $3,631+645.8% | $4,779+466.7% |
| Participant deferral / active EE | $13,900 | $4,683+196.8% | $4,082+240.5% | $5,609+147.8% |
| Admin fee / account holder | $1,215 | $6,675-81.8% | $5,479-77.8% | $10,828-88.8% |