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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 | $158,523 | $96,388+64.5% | $80,627+96.6% | $139,466+13.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.30% | 1352.08%-1334.8pp | 936.76%-919.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $21,778 | $3,260+568.1% | $2,723+699.9% | $4,754+358.1% |
| Participant deferral / active EE | $11,250 | $5,224+115.3% | $4,443+153.2% | $6,712+67.6% |
| Admin fee / account holder | $2,212 | $6,603-66.5% | $5,381-58.9% | $11,409-80.6% |