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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 | $29,502 | $102,696-71.3% | $86,235-65.8% | $139,487-78.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 100.28% | 1925.91%-1825.6pp | 1170.03%-1069.8pp | 373.84%-273.6pp |
| Employer contribution / active EE | $5,270 | $3,034+73.7% | $2,381+121.3% | $4,755+10.8% |
| Participant deferral / active EE | $5,705 | $4,679+21.9% | $3,987+43.1% | $6,713-15.0% |
| Admin fee / account holder | $1,074 | $8,667-87.6% | $6,856-84.3% | $11,407-90.6% |