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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 | $176,710 | $75,832+133.0% | $147,617+19.7% | $59,633+196.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 388.57% | 0.37%+388.2pp | 61.98%+326.6pp | 2041.45%-1652.9pp |
| Employer contribution / active EE | $6,086 | $3,485+74.6% | $5,564+9.4% | $2,203+176.3% |
| Participant deferral / active EE | $7,671 | $3,131+145.0% | $4,895+56.7% | $3,192+140.3% |
| Admin fee / account holder | $3,082 | $5,986-48.5% | $11,612-73.5% | $4,297-28.3% |