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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 | $191,263 | $88,778+115.4% | $81,844+133.7% | $145,884+31.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.83% | 1033.03%-1023.2pp | 778.87%-769.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $7,602 | $3,087+146.3% | $2,916+160.7% | $4,662+63.1% |
| Participant deferral / active EE | $24,928 | $4,648+436.3% | $4,323+476.6% | $6,690+272.6% |
| Admin fee / account holder | $1,289 | $8,430-84.7% | $7,355-82.5% | $13,392-90.4% |