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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 | $207,288 | $106,008+95.5% | $92,240+124.7% | $147,586+40.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.96% | 50.05%-40.1pp | 176.29%-166.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $5,688 | $4,333+31.3% | $3,680+54.6% | $4,876+16.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $60,430 | $6,333+854.2% | $5,194+1063.4% | $10,886+455.1% |