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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 | $235,111 | $104,937+124.0% | $84,628+177.8% | $152,897+53.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 99.95% | 373.88%-273.9pp | 258.80%-158.9pp | 345.43%-245.5pp |
| Employer contribution / active EE | $2,350 | $3,303-28.9% | $2,653-11.4% | $4,764-50.7% |
| Participant deferral / active EE | $3,335 | $4,690-28.9% | $3,900-14.5% | $5,851-43.0% |
| Admin fee / account holder | $30,039 | $6,243+381.1% | $4,914+511.3% | $11,599+159.0% |