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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 | $93,343 | $76,608+21.8% | $56,077+66.5% | $145,877-36.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 3009.59%-2999.2pp | 1709.28%-1698.9pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,641 | $1,382+91.2% | $1,040+153.9% | $4,663-43.4% |
| Participant deferral / active EE | $12,600 | $2,624+380.1% | $1,954+544.8% | $6,691+88.3% |
| Admin fee / account holder | $48,531 | $3,325+1359.6% | $2,825+1618.0% | $13,402+262.1% |