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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 | $36,586 | $99,031-63.1% | $86,597-57.8% | $147,585-75.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 64.50% | 1312.56%-1248.1pp | 964.96%-900.5pp | 578.57%-514.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,478 | $3,972+12.7% | $3,609+24.1% | $5,439-17.7% |
| Admin fee / account holder | $2,546 | $5,711-55.4% | $4,906-48.1% | $10,885-76.6% |