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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 | $192,903 | $99,011+94.8% | $86,582+122.8% | $147,586+30.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.58% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,231 | $3,132+3.2% | $2,839+13.8% | $4,876-33.7% |
| Participant deferral / active EE | $9,354 | $3,972+135.5% | $3,609+159.2% | $5,439+72.0% |
| Admin fee / account holder | $67,054 | $5,709+1074.6% | $4,904+1267.3% | $10,886+516.0% |