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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 | $234,539 | $124,175+88.9% | $108,405+116.4% | $167,536+40.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.08% | 1380.13%-1365.0pp | 905.55%-890.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $24,239 | $4,188+478.8% | $3,559+581.1% | $4,839+400.9% |
| Participant deferral / active EE | $15,203 | $6,908+120.1% | $6,563+131.6% | $6,342+139.7% |
| Admin fee / account holder | $1,830 | $9,457-80.6% | $7,297-74.9% | $12,315-85.1% |