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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 | $202,830 | $99,031+104.8% | $86,597+134.2% | $147,585+37.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.08% | 1312.56%-1298.5pp | 964.96%-950.9pp | 578.57%-564.5pp |
| Employer contribution / active EE | $3,798 | $3,132+21.2% | $2,840+33.7% | $4,876-22.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,538 | $5,711+32.0% | $4,906+53.7% | $10,885-30.7% |