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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 | $248,484 | $176,688+40.6% | $130,660+90.2% | $152,909+62.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 13.87% | 2693.08%-2679.2pp | 1709.29%-1695.4pp | 345.46%-331.6pp |
| Employer contribution / active EE | $22,451 | $5,743+290.9% | $4,092+448.6% | $4,764+371.3% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,730 | $7,131-5.6% | $5,463+23.2% | $11,601-42.0% |