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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 | $98,482 | $138,102-28.7% | $125,381-21.5% | $134,532-26.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 159.20% | 750.73%-591.5pp | 572.31%-413.1pp | 418.27%-259.1pp |
| Employer contribution / active EE | $26,815 | $5,245+411.2% | $4,815+456.9% | $4,741+465.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,904 | $11,568-49.0% | $10,007-41.0% | $11,429-48.3% |