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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 | $168,811 | $90,530+86.5% | $76,030+122.0% | $145,897+15.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.22% | 625.08%-611.9pp | 361.54%-348.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $4,738 | $3,319+42.7% | $2,688+76.3% | $4,663+1.6% |
| Participant deferral / active EE | $29,082 | $5,164+463.1% | $4,257+583.1% | $6,689+334.8% |
| Admin fee / account holder | $200,072 | $8,383+2286.5% | $6,421+3016.1% | $13,390+1394.1% |