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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 | $249,382 | $95,979+159.8% | $74,551+234.5% | $135,380+84.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2551.83% | 56.97%+2494.9pp | 32.53%+2519.3pp | 519.81%+2032.0pp |
| Employer contribution / active EE | $10,346 | $2,716+280.9% | $1,961+427.6% | $4,779+116.5% |
| Participant deferral / active EE | $8,136 | $3,844+111.7% | $3,108+161.8% | $5,609+45.1% |
| Admin fee / account holder | $3,504 | $6,522-46.3% | $5,059-30.7% | $10,828-67.6% |