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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 | $36,353 | $173,526-79.1% | $136,072-73.3% | $145,884-75.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 103.83% | 1167.12%-1063.3pp | 580.46%-476.6pp | 551.85%-448.0pp |
| Employer contribution / active EE | $5,294 | $5,285+0.2% | $4,216+25.6% | $4,662+13.6% |
| Participant deferral / active EE | $11,620 | $8,711+33.4% | $7,028+65.3% | $6,690+73.7% |
| Admin fee / account holder | $12,549 | $9,665+29.8% | $6,718+86.8% | $13,392-6.3% |