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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 | $206,856 | $90,691+128.1% | $76,119+171.8% | $145,884+41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.40% | 624.52%-613.1pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $6,293 | $3,329+89.0% | $2,693+133.7% | $4,662+35.0% |
| Participant deferral / active EE | $2,977 | $5,167-42.4% | $4,259-30.1% | $6,690-55.5% |
| Admin fee / account holder | $90,240 | $8,383+976.5% | $6,421+1305.3% | $13,392+573.8% |