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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 | $31,278 | $138,114-77.4% | $125,391-75.1% | $134,545-76.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 120.54% | 750.88%-630.3pp | 572.41%-451.9pp | 418.37%-297.8pp |
| Employer contribution / active EE | $4,852 | $5,246-7.5% | $4,816+0.7% | $4,742+2.3% |
| Participant deferral / active EE | $7,995 | $7,801+2.5% | $7,448+7.3% | $6,401+24.9% |
| Admin fee / account holder | $891 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |