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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 | $180,399 | $150,447+19.9% | $136,298+32.4% | $147,586+22.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.41% | 1049.15%-1035.7pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $3,000 | $5,256-42.9% | $4,696-36.1% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,753 | $10,906-83.9% | $9,244-81.0% | $10,886-83.9% |