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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 | $98,718 | $99,009-0.3% | $86,581+14.0% | $147,585-33.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.85% | 1312.70%-1291.8pp | 965.06%-944.2pp | 578.58%-557.7pp |
| Employer contribution / active EE | $10,341 | $3,132+230.2% | $2,840+264.2% | $4,876+112.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $676 | $5,709-88.2% | $4,904-86.2% | $10,886-93.8% |