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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 | $64,451 | $102,696-37.2% | $86,235-25.3% | $139,487-53.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 65.53% | 1925.91%-1860.4pp | 1170.03%-1104.5pp | 373.84%-308.3pp |
| Employer contribution / active EE | $21,750 | $3,034+616.9% | $2,381+813.5% | $4,755+357.4% |
| Participant deferral / active EE | $11,250 | $4,679+140.4% | $3,987+182.2% | $6,713+67.6% |
| Admin fee / account holder | $308 | $8,667-96.5% | $6,856-95.5% | $11,407-97.3% |