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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 | $97,440 | $234,190-58.4% | $180,320-46.0% | $198,609-50.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 47.53% | 1057.44%-1009.9pp | 778.54%-731.0pp | 202.70%-155.2pp |
| Employer contribution / active EE | $4,651 | $5,258-11.5% | $4,108+13.2% | $5,055-8.0% |
| Participant deferral / active EE | $15,333 | $4,988+207.4% | $4,304+256.2% | $6,977+119.8% |
| Admin fee / account holder | $976 | $12,558-92.2% | $10,000-90.2% | $19,030-94.9% |