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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 | $139,640 | $202,342-31.0% | $172,752-19.2% | $152,897-8.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 129.64% | 1029.83%-900.2pp | 802.97%-673.3pp | 345.43%-215.8pp |
| Employer contribution / active EE | $15,839 | $5,858+170.4% | $5,144+207.9% | $4,764+232.5% |
| Participant deferral / active EE | $7,673 | $5,948+29.0% | $5,198+47.6% | $5,851+31.1% |
| Admin fee / account holder | $606 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |