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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 | $18,717 | $99,031-81.1% | $86,597-78.4% | $147,585-87.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 45.68% | 1312.56%-1266.9pp | 964.96%-919.3pp | 578.57%-532.9pp |
| Employer contribution / active EE | $16,357 | $3,132+422.2% | $2,840+476.1% | $4,876+235.4% |
| Participant deferral / active EE | $8,961 | $3,972+125.6% | $3,609+148.3% | $5,439+64.8% |
| Admin fee / account holder | $2,119 | $5,711-62.9% | $4,906-56.8% | $10,885-80.5% |