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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 | $194,276 | $99,031+96.2% | $86,597+124.3% | $147,585+31.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.62% | 1312.56%-1296.9pp | 964.96%-949.3pp | 578.57%-563.0pp |
| Employer contribution / active EE | $20,534 | $3,132+555.6% | $2,840+623.2% | $4,876+321.1% |
| Participant deferral / active EE | $4,456 | $3,972+12.2% | $3,609+23.5% | $5,439-18.1% |
| Admin fee / account holder | $5,534 | $5,711-3.1% | $4,906+12.8% | $10,885-49.2% |