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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 | $184,509 | $105,210+75.4% | $159,487+15.7% | $85,851+114.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 639.10% | 45.08%+594.0pp | 263.71%+375.4pp | 318.63%+320.5pp |
| Employer contribution / active EE | $14,270 | $3,319+329.9% | $4,831+195.4% | $2,565+456.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,883 | $6,934-44.0% | $10,804-64.1% | $6,261-38.0% |