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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 | $224,058 | $150,442+48.9% | $136,295+64.4% | $147,585+51.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.23% | 1049.09%-1036.9pp | 5155.97%-5143.7pp | 578.56%-566.3pp |
| Employer contribution / active EE | $8,801 | $5,256+67.4% | $4,695+87.4% | $4,876+80.5% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,000 | $10,905-90.8% | $9,243-89.2% | $10,885-90.8% |