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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 | $76,368+51.4% | $67,681+70.8% | $154,746-25.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 98.50% | 1066.77%-968.3pp | 590.58%-492.1pp | 172.34%-73.8pp |
| Employer contribution / active EE | $1,173 | $3,151-62.8% | $2,678-56.2% | $4,379-73.2% |
| Participant deferral / active EE | $7,046 | $4,824+46.1% | $3,976+77.2% | $6,730+4.7% |
| Admin fee / account holder | $47,874 | $8,559+459.3% | $6,100+684.9% | $14,365+233.3% |