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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 | $226,023 | $99,017+128.3% | $86,587+161.0% | $147,585+53.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.56% | 1312.37%-1295.8pp | 964.86%-948.3pp | 578.56%-562.0pp |
| Employer contribution / active EE | $16,320 | $3,132+421.1% | $2,839+474.8% | $4,876+234.7% |
| Participant deferral / active EE | $11,800 | $3,972+197.1% | $3,609+227.0% | $5,439+117.0% |
| Admin fee / account holder | $35,649 | $5,710+524.3% | $4,906+626.7% | $10,885+227.5% |