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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 | $115,614 | $68,097+69.8% | $62,929+83.7% | $137,256-15.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 98.50% | 1859.11%-1760.6pp | 1063.93%-965.4pp | 220.34%-121.8pp |
| Employer contribution / active EE | $1,173 | $2,811-58.3% | $2,505-53.2% | $4,156-71.8% |
| Participant deferral / active EE | $7,046 | $4,553+54.8% | $3,888+81.2% | $6,407+10.0% |
| Admin fee / account holder | $47,874 | $6,521+634.1% | $5,065+845.3% | $12,270+290.2% |