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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 | $244,930 | $99,017+147.4% | $86,587+182.9% | $147,585+66.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.91% | 1312.37%-1295.5pp | 964.86%-948.0pp | 578.56%-561.7pp |
| Employer contribution / active EE | $16,809 | $3,132+436.7% | $2,839+492.0% | $4,876+244.7% |
| Participant deferral / active EE | $14,547 | $3,972+266.2% | $3,609+303.1% | $5,439+167.5% |
| Admin fee / account holder | $41,710 | $5,710+630.4% | $4,906+750.2% | $10,885+283.2% |