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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 | $238,761 | $114,093+109.3% | $96,171+148.3% | $167,536+42.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.82% | 190.00%-181.2pp | 192.04%-183.2pp | 478.82%-470.0pp |
| Employer contribution / active EE | $11,742 | $3,429+242.4% | $2,799+319.5% | $4,839+142.6% |
| Participant deferral / active EE | $10,685 | $5,197+105.6% | $4,350+145.6% | $6,342+68.5% |
| Admin fee / account holder | $13,148 | $6,899+90.6% | $5,538+137.4% | $12,315+6.8% |