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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 | $248,832 | $88,778+180.3% | $81,844+204.0% | $145,884+70.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1033.03%-1022.3pp | 778.87%-768.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $9,572 | $3,087+210.1% | $2,916+228.2% | $4,662+105.3% |
| Participant deferral / active EE | $14,832 | $4,648+219.1% | $4,323+243.1% | $6,690+121.7% |
| Admin fee / account holder | $21,856 | $8,430+159.3% | $7,355+197.1% | $13,392+63.2% |