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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 | $79,312 | $209,888-62.2% | $189,545-58.2% | $167,553-52.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 140.86% | 748.66%-607.8pp | 555.36%-414.5pp | 478.89%-338.0pp |
| Employer contribution / active EE | $6,136 | $6,915-11.3% | $6,162-0.4% | $4,840+26.8% |
| Participant deferral / active EE | $13,090 | $8,934+46.5% | $8,220+59.2% | $6,343+106.4% |
| Admin fee / account holder | $1,874 | $14,300-86.9% | $12,049-84.4% | $12,316-84.8% |