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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 | $194,745 | $114,093+70.7% | $96,171+102.5% | $167,536+16.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.20% | 190.00%-175.8pp | 192.04%-177.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $8,102 | $3,429+136.3% | $2,799+189.5% | $4,839+67.4% |
| Participant deferral / active EE | $22,156 | $5,197+326.4% | $4,350+409.3% | $6,342+249.3% |
| Admin fee / account holder | $5,772 | $6,899-16.3% | $5,538+4.2% | $12,315-53.1% |