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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 | $190,471 | $99,009+92.4% | $86,581+120.0% | $147,585+29.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.82% | 1312.70%-1301.9pp | 965.06%-954.2pp | 578.58%-567.8pp |
| Employer contribution / active EE | $5,793 | $3,132+84.9% | $2,840+104.0% | $4,876+18.8% |
| Participant deferral / active EE | $8,000 | $3,972+101.4% | $3,609+121.7% | $5,439+47.1% |
| Admin fee / account holder | $228,334 | $5,709+3899.7% | $4,904+4556.0% | $10,886+1997.6% |