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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 | $201,492 | $88,778+127.0% | $81,844+146.2% | $145,884+38.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 35.54% | 1033.03%-997.5pp | 778.87%-743.3pp | 551.85%-516.3pp |
| Employer contribution / active EE | $8,817 | $3,087+185.6% | $2,916+202.3% | $4,662+89.1% |
| Participant deferral / active EE | $11,540 | $4,648+148.3% | $4,323+166.9% | $6,690+72.5% |
| Admin fee / account holder | $7,071 | $8,430-16.1% | $7,355-3.9% | $13,392-47.2% |