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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 | $120,046 | $73,518+63.3% | $63,003+90.5% | $147,585-18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 48.02% | 175.46%-127.4pp | 87.59%-39.6pp | 578.57%-530.6pp |
| Employer contribution / active EE | $27,300 | $3,322+721.7% | $2,760+889.1% | $4,876+459.8% |
| Participant deferral / active EE | $18,000 | $4,183+330.3% | $3,329+440.7% | $5,439+231.0% |
| Admin fee / account holder | $664 | $5,952-88.8% | $3,600-81.6% | $10,885-93.9% |