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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 | $96,069 | $202,342-52.5% | $172,752-44.4% | $152,897-37.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 50.52% | 1029.83%-979.3pp | 802.97%-752.5pp | 345.43%-294.9pp |
| Employer contribution / active EE | $3,250 | $5,858-44.5% | $5,144-36.8% | $4,764-31.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,250 | $17,111-75.2% | $13,955-69.5% | $11,599-63.4% |