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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 | $98,905 | $150,447-34.3% | $136,298-27.4% | $147,586-33.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 119.96% | 1049.15%-929.2pp | 5156.27%-5036.3pp | 578.59%-458.6pp |
| Employer contribution / active EE | $11,229 | $5,256+113.6% | $4,696+139.1% | $4,876+130.3% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $526 | $10,906-95.2% | $9,244-94.3% | $10,886-95.2% |