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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 | $201,108 | $160,028+25.7% | $147,080+36.7% | $145,884+37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $12,487 | $5,286+136.2% | $4,933+153.1% | $4,662+167.8% |
| Participant deferral / active EE | $43,259 | $8,422+413.6% | $8,066+436.3% | $6,690+546.7% |
| Admin fee / account holder | $609,380 | $15,030+3954.4% | $12,989+4591.6% | $13,392+4450.4% |