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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 | $128,448 | $96,419+33.2% | $80,648+59.3% | $139,487-7.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.07% | 1352.86%-1334.8pp | 937.21%-919.1pp | 373.84%-355.8pp |
| Employer contribution / active EE | $13,446 | $3,261+312.3% | $2,724+393.7% | $4,755+182.8% |
| Participant deferral / active EE | $9,355 | $5,225+79.0% | $4,443+110.5% | $6,713+39.4% |
| Admin fee / account holder | $9,049 | $6,605+37.0% | $5,382+68.1% | $11,407-20.7% |