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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 | $98,696 | $150,447-34.4% | $136,298-27.6% | $147,586-33.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 54.66% | 1049.15%-994.5pp | 5156.27%-5101.6pp | 578.59%-523.9pp |
| Employer contribution / active EE | $2,131 | $5,256-59.5% | $4,696-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $5,250 | $6,631-20.8% | $6,247-16.0% | $5,439-3.5% |
| Admin fee / account holder | $542 | $10,906-95.0% | $9,244-94.1% | $10,886-95.0% |