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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 | $86,787 | $144,124-39.8% | $117,857-26.4% | $147,585-41.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 192.53% | 531.17%-338.6pp | 335.09%-142.6pp | 578.57%-386.0pp |
| Employer contribution / active EE | $59,491 | $4,897+1114.9% | $3,786+1471.3% | $4,876+1120.0% |
| Participant deferral / active EE | $13,501 | $5,316+154.0% | $4,482+201.2% | $5,439+148.2% |
| Admin fee / account holder | $2,094 | $10,886-80.8% | $8,020-73.9% | $10,885-80.8% |