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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 | $82,755 | $57,330+44.3% | $86,656-4.5% | $75,177+10.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 96.74% | 2675.40%-2578.7pp | 593.09%-496.4pp | 160.75%-64.0pp |
| Employer contribution / active EE | $11,457 | $2,316+394.6% | $3,025+278.7% | $2,671+328.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $731 | $4,115-82.2% | $5,619-87.0% | $5,651-87.1% |