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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 | $202,788 | $106,008+91.3% | $92,240+119.8% | $147,586+37.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.97% | 50.05%-32.1pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $11,429 | $4,333+163.7% | $3,680+210.6% | $4,876+134.4% |
| Participant deferral / active EE | $7,885 | $4,478+76.1% | $3,897+102.3% | $5,439+45.0% |
| Admin fee / account holder | $66,739 | $6,333+953.8% | $5,194+1184.9% | $10,886+513.1% |