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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 | $232,285 | $150,446+54.4% | $136,297+70.4% | $147,585+57.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.79% | 1049.14%-1034.4pp | 5156.19%-5141.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $5,500 | $5,256+4.6% | $4,696+17.1% | $4,876+12.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,938 | $10,906-36.4% | $9,244-24.9% | $10,886-36.3% |