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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 | $177,394 | $85,169+108.3% | $172,755+2.7% | $72,983+143.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 146.95% | 27.32%+119.6pp | 802.94%-656.0pp | 81.01%+65.9pp |
| Employer contribution / active EE | $9,572 | $3,324+188.0% | $5,144+86.1% | $2,440+292.3% |
| Participant deferral / active EE | $6,913 | $3,260+112.1% | $5,198+33.0% | $3,608+91.6% |
| Admin fee / account holder | $29,927 | $5,880+408.9% | $13,955+114.5% | $5,124+484.0% |