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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 | $205,895 | $99,011+108.0% | $86,582+137.8% | $147,586+39.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.74% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $5,291 | $3,132+68.9% | $2,839+86.3% | $4,876+8.5% |
| Participant deferral / active EE | $9,358 | $3,972+135.6% | $3,609+159.3% | $5,439+72.1% |
| Admin fee / account holder | $99,153 | $5,709+1636.8% | $4,904+1921.8% | $10,886+810.9% |