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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 | $203,340 | $72,465+180.6% | $67,575+200.9% | $145,884+39.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 7222.56%-7208.4pp | 3528.98%-3514.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,351 | $3,074+74.1% | $2,736+95.6% | $4,662+14.8% |
| Participant deferral / active EE | $19,451 | $4,786+306.5% | $4,003+385.9% | $6,690+190.8% |
| Admin fee / account holder | $41,706 | $5,515+656.2% | $3,993+944.5% | $13,392+211.4% |