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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 | $133,966 | $88,815+50.8% | $81,882+63.6% | $145,897-8.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.84% | 1033.75%-1010.9pp | 779.47%-756.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $19,814 | $3,086+542.0% | $2,916+579.5% | $4,663+324.9% |
| Participant deferral / active EE | $10,351 | $4,647+122.7% | $4,323+139.4% | $6,689+54.7% |
| Admin fee / account holder | $22,247 | $8,434+163.8% | $7,360+202.3% | $13,390+66.1% |