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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 | $185,977 | $109,872+69.3% | $98,483+88.8% | $167,536+11.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.79% | 1959.31%-1947.5pp | 1494.38%-1482.6pp | 478.82%-467.0pp |
| Employer contribution / active EE | $13,562 | $3,225+320.5% | $2,961+358.1% | $4,839+180.3% |
| Participant deferral / active EE | $7,886 | $4,673+68.7% | $4,276+84.4% | $6,342+24.3% |
| Admin fee / account holder | $59,245 | $6,757+776.8% | $5,953+895.3% | $12,315+381.1% |