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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 | $211,976 | $81,763+159.3% | $58,561+262.0% | $139,466+52.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 114.65% | 7427.77%-7313.1pp | 4251.33%-4136.7pp | 373.66%-259.0pp |
| Employer contribution / active EE | $18,182 | $1,398+1200.4% | $1,053+1625.9% | $4,754+282.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,051 | $3,273+54.3% | $2,520+100.4% | $11,409-55.7% |