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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 | $56,906 | $150,447-62.2% | $136,298-58.2% | $147,586-61.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 46.94% | 1049.15%-1002.2pp | 5156.27%-5109.3pp | 578.59%-531.7pp |
| Employer contribution / active EE | $10,520 | $5,256+100.1% | $4,696+124.0% | $4,876+115.7% |
| Participant deferral / active EE | $12,747 | $6,631+92.2% | $6,247+104.0% | $5,439+134.4% |
| Admin fee / account holder | $1,708 | $10,906-84.3% | $9,244-81.5% | $10,886-84.3% |