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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 | $177,430 | $124,187+42.9% | $108,410+63.7% | $167,518+5.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 40.63% | 1379.80%-1339.2pp | 905.34%-864.7pp | 478.71%-438.1pp |
| Employer contribution / active EE | $55,000 | $4,187+1213.7% | $3,558+1445.6% | $4,838+1036.7% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $500 | $9,456-94.7% | $7,296-93.1% | $12,312-95.9% |