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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 | $207,715 | $114,073+82.1% | $96,161+116.0% | $167,518+24.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.39% | 189.95%-172.6pp | 192.01%-174.6pp | 478.71%-461.3pp |
| Employer contribution / active EE | $9,464 | $3,428+176.1% | $2,798+238.2% | $4,838+95.6% |
| Participant deferral / active EE | $7,661 | $5,195+47.5% | $4,349+76.1% | $6,342+20.8% |
| Admin fee / account holder | $50,357 | $6,899+629.9% | $5,538+809.2% | $12,312+309.0% |