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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 | $102,429-34.9% | $147,096-54.7% | $80,925-17.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 1101.60% | 135.02%+966.6pp | 419.75%+681.9pp | 35.65%+1066.0pp |
| Employer contribution / active EE | $5,871 | $3,716+58.0% | $4,936+18.9% | $2,756+113.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,423 | $7,957-57.0% | $13,005-73.7% | $6,940-50.7% |