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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 | $246,127 | $180,462+36.4% | $154,111+59.7% | $135,379+81.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.48% | 888.17%-887.7pp | 735.18%-734.7pp | 519.79%-519.3pp |
| Employer contribution / active EE | $12,017 | $6,036+99.1% | $5,298+126.8% | $4,779+151.5% |
| Participant deferral / active EE | $13,245 | $5,806+128.1% | $5,081+160.7% | $5,609+136.1% |
| Admin fee / account holder | $320,931 | $16,145+1887.9% | $13,411+2293.0% | $10,828+2863.9% |