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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 | $145,959 | $144,124+1.3% | $117,857+23.8% | $147,585-1.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 96.74% | 531.17%-434.4pp | 335.09%-238.3pp | 578.56%-481.8pp |
| Employer contribution / active EE | $7,316 | $4,897+49.4% | $3,786+93.2% | $4,876+50.0% |
| Participant deferral / active EE | $4,263 | $5,316-19.8% | $4,482-4.9% | $5,439-21.6% |
| Admin fee / account holder | $300,029 | $10,886+2656.0% | $8,020+3640.9% | $10,885+2656.2% |