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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 | $154,694 | $76,608+101.9% | $56,077+175.9% | $145,877+6.0% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 10.22% | 3009.59%-2999.4pp | 1709.28%-1699.1pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4,681 | $1,382+238.8% | $1,040+349.9% | $4,663+0.4% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,084 | $3,325-67.4% | $2,825-61.6% | $13,402-91.9% |