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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 | $233,900 | $102,422+128.4% | $147,117+59.0% | $80,959+188.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 99.08% | 135.16%-36.1pp | 420.54%-321.5pp | 35.67%+63.4pp |
| Employer contribution / active EE | $9,849 | $3,717+164.9% | $4,932+99.7% | $2,757+257.2% |
| Participant deferral / active EE | $10,830 | $6,652+62.8% | $8,065+34.3% | $4,300+151.8% |
| Admin fee / account holder | $819 | $7,953-89.7% | $12,993-93.7% | $6,925-88.2% |