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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 | $66,640 | $102,422-34.9% | $147,117-54.7% | $80,959-17.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 1101.60% | 135.16%+966.4pp | 420.54%+681.1pp | 35.67%+1065.9pp |
| Employer contribution / active EE | $5,871 | $3,717+57.9% | $4,932+19.0% | $2,757+112.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,423 | $7,953-57.0% | $12,993-73.7% | $6,925-50.6% |