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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 | $51,470 | $150,447-65.8% | $136,298-62.2% | $147,586-65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 49.76% | 1049.15%-999.4pp | 5156.27%-5106.5pp | 578.59%-528.8pp |
| Employer contribution / active EE | $11,476 | $5,256+118.3% | $4,696+144.4% | $4,876+135.3% |
| Participant deferral / active EE | $8,819 | $6,631+33.0% | $6,247+41.2% | $5,439+62.2% |
| Admin fee / account holder | $1,214 | $10,906-88.9% | $9,244-86.9% | $10,886-88.8% |