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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 | $223,030 | $150,447+48.2% | $136,298+63.6% | $147,586+51.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 49.40% | 1049.15%-999.8pp | 5156.27%-5106.9pp | 578.59%-529.2pp |
| Employer contribution / active EE | $29,428 | $5,256+459.9% | $4,696+526.7% | $4,876+503.5% |
| Participant deferral / active EE | $14,400 | $6,631+117.2% | $6,247+130.5% | $5,439+164.8% |
| Admin fee / account holder | $2,472 | $10,906-77.3% | $9,244-73.3% | $10,886-77.3% |