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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 | $96,123+20.3% | $77,361+49.4% | $198,609-41.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 98.50% | 2054.81%-1956.3pp | 1011.54%-913.0pp | 202.70%-104.2pp |
| Employer contribution / active EE | $1,173 | $3,791-69.1% | $2,990-60.8% | $5,055-76.8% |
| Participant deferral / active EE | $7,046 | $4,975+41.6% | $3,911+80.2% | $6,977+1.0% |
| Admin fee / account holder | $47,874 | $9,471+405.5% | $5,894+712.3% | $19,030+151.6% |