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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 | $179,468 | $131,835+36.1% | $108,582+65.3% | $273,972-34.5% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 589.09% | -91.57%+680.7pp | -51.70%+640.8pp | 41.46%+547.6pp |
| Employer contribution / active EE | $58,590 | $4,913+1092.6% | $3,758+1458.9% | $4,869+1103.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38,775 | $10,253+278.2% | $7,645+407.2% | $10,133+282.7% |