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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 | $248,608 | $90,617+174.4% | $79,476+212.8% | $135,382+83.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 13.79% | 977.57%-963.8pp | 718.21%-704.4pp | 519.77%-506.0pp |
| Employer contribution / active EE | $10,499 | $3,068+242.2% | $2,800+274.9% | $4,779+119.7% |
| Participant deferral / active EE | $6,913 | $4,050+70.7% | $3,704+86.6% | $5,609+23.3% |
| Admin fee / account holder | $2,851 | $5,907-51.7% | $5,113-44.3% | $10,829-73.7% |