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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 | $117,363 | $90,607+29.5% | $79,467+47.7% | $135,380-13.3% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 54.50% | 977.74%-923.2pp | 718.30%-663.8pp | 519.81%-465.3pp |
| Employer contribution / active EE | $5,949 | $3,068+93.9% | $2,800+112.4% | $4,779+24.5% |
| Participant deferral / active EE | $3,407 | $4,050-15.9% | $3,704-8.0% | $5,609-39.3% |
| Admin fee / account holder | $20,092 | $5,895+240.8% | $5,104+293.6% | $10,828+85.6% |