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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 | $242,564 | $109,905+120.7% | $98,506+146.2% | $167,553+44.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.84% | 1960.20%-1942.4pp | 1494.92%-1477.1pp | 478.89%-461.0pp |
| Employer contribution / active EE | $4,250 | $3,226+31.7% | $2,961+43.5% | $4,840-12.2% |
| Participant deferral / active EE | $13,917 | $4,674+197.8% | $4,277+225.4% | $6,343+119.4% |
| Admin fee / account holder | $8,834 | $6,760+30.7% | $5,955+48.4% | $12,316-28.3% |