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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 | $133,855 | $75,832+76.5% | $147,617-9.3% | $59,633+124.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 223.41% | 0.37%+223.0pp | 61.98%+161.4pp | 2041.45%-1818.0pp |
| Employer contribution / active EE | $7,784 | $3,485+123.4% | $5,564+39.9% | $2,203+253.4% |
| Participant deferral / active EE | $4,627 | $3,131+47.8% | $4,895-5.5% | $3,192+45.0% |
| Admin fee / account holder | $22,271 | $5,986+272.1% | $11,612+91.8% | $4,297+418.3% |