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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 | $234,348 | $124,175+88.7% | $108,405+116.2% | $167,553+39.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 1380.13%-1366.7pp | 905.55%-892.2pp | 478.89%-465.5pp |
| Employer contribution / active EE | $29,613 | $4,188+607.2% | $3,559+732.1% | $4,840+511.9% |
| Participant deferral / active EE | $20,319 | $6,908+194.1% | $6,563+209.6% | $6,343+220.3% |
| Admin fee / account holder | $21,173 | $9,457+123.9% | $7,297+190.2% | $12,316+71.9% |