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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 | $150,938 | $76,519+97.3% | $56,025+169.4% | $145,897+3.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 3017.03%-3008.0pp | 1712.69%-1703.7pp | 552.29%-543.3pp |
| Employer contribution / active EE | $17,385 | $1,383+1156.7% | $1,042+1569.1% | $4,663+272.9% |
| Participant deferral / active EE | $30,500 | $2,624+1062.2% | $1,955+1460.5% | $6,689+356.0% |
| Admin fee / account holder | $5,841 | $3,331+75.4% | $2,828+106.5% | $13,390-56.4% |