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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 | $185,197 | $96,419+92.1% | $80,648+129.6% | $139,487+32.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 71.37% | 1352.86%-1281.5pp | 937.21%-865.8pp | 373.84%-302.5pp |
| Employer contribution / active EE | $2,175 | $3,261-33.3% | $2,724-20.1% | $4,755-54.3% |
| Participant deferral / active EE | $3,958 | $5,225-24.3% | $4,443-10.9% | $6,713-41.0% |
| Admin fee / account holder | $1,782 | $6,605-73.0% | $5,382-66.9% | $11,407-84.4% |