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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 | $96,361+92.2% | $80,607+129.8% | $139,456+32.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 71.37% | 1350.95%-1279.6pp | 936.11%-864.7pp | 373.45%-302.1pp |
| Employer contribution / active EE | $2,175 | $3,262-33.3% | $2,724-20.2% | $4,753-54.2% |
| Participant deferral / active EE | $3,958 | $5,232-24.3% | $4,448-11.0% | $6,711-41.0% |
| Admin fee / account holder | $1,782 | $6,601-73.0% | $5,379-66.9% | $11,407-84.4% |