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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 | $194,516 | $90,691+114.5% | $76,119+155.5% | $145,884+33.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 86.36% | 624.52%-538.2pp | 361.25%-274.9pp | 551.85%-465.5pp |
| Employer contribution / active EE | $1,145 | $3,329-65.6% | $2,693-57.5% | $4,662-75.4% |
| Participant deferral / active EE | $2,107 | $5,167-59.2% | $4,259-50.5% | $6,690-68.5% |
| Admin fee / account holder | $10,981 | $8,383+31.0% | $6,421+71.0% | $13,392-18.0% |