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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 | $152,968 | $90,606+68.8% | $79,466+92.5% | $135,379+13.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.52% | 977.69%-969.2pp | 718.28%-709.8pp | 519.79%-511.3pp |
| Employer contribution / active EE | $11,564 | $3,068+277.0% | $2,800+313.0% | $4,779+142.0% |
| Participant deferral / active EE | $5,785 | $4,050+42.8% | $3,704+56.2% | $5,609+3.1% |
| Admin fee / account holder | $7,320 | $5,895+24.2% | $5,104+43.4% | $10,828-32.4% |