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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 | $198,490 | $114,073+74.0% | $96,161+106.4% | $167,518+18.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.83% | 189.95%-173.1pp | 192.01%-175.2pp | 478.71%-461.9pp |
| Employer contribution / active EE | $7,838 | $3,428+128.6% | $2,798+180.1% | $4,838+62.0% |
| Participant deferral / active EE | $10,398 | $5,195+100.1% | $4,349+139.1% | $6,342+63.9% |
| Admin fee / account holder | $2,206 | $6,899-68.0% | $5,538-60.2% | $12,312-82.1% |