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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 | $102,429+128.4% | $147,096+59.0% | $80,925+189.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 99.08% | 135.02%-35.9pp | 419.75%-320.7pp | 35.65%+63.4pp |
| Employer contribution / active EE | $9,849 | $3,716+165.1% | $4,936+99.5% | $2,756+257.3% |
| Participant deferral / active EE | $10,830 | $6,649+62.9% | $8,071+34.2% | $4,299+151.9% |
| Admin fee / account holder | $819 | $7,957-89.7% | $13,005-93.7% | $6,940-88.2% |