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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 | $174,636 | $73,546+137.5% | $63,018+177.1% | $147,586+18.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.27% | 175.56%-156.3pp | 87.62%-68.4pp | 578.59%-559.3pp |
| Employer contribution / active EE | $13,854 | $3,324+316.8% | $2,761+401.8% | $4,876+184.1% |
| Participant deferral / active EE | $4,618 | $4,185+10.4% | $3,330+38.7% | $5,439-15.1% |
| Admin fee / account holder | $754 | $5,956-87.3% | $3,601-79.1% | $10,886-93.1% |