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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 | $65,819 | $150,447-56.3% | $136,298-51.7% | $147,586-55.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 38.98% | 1049.15%-1010.2pp | 5156.27%-5117.3pp | 578.59%-539.6pp |
| Employer contribution / active EE | $16,428 | $5,256+212.5% | $4,696+249.9% | $4,876+236.9% |
| Participant deferral / active EE | $27,287 | $6,631+311.5% | $6,247+336.8% | $5,439+401.7% |
| Admin fee / account holder | $426 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |