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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 | $121,807 | $76,634+58.9% | $56,054+117.3% | $145,978-16.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.48% | 3004.33%-2984.9pp | 1705.95%-1686.5pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,359 | $1,380+143.4% | $1,039+223.3% | $4,662-27.9% |
| Participant deferral / active EE | $6,064 | $2,622+131.2% | $1,952+210.6% | $6,690-9.4% |
| Admin fee / account holder | $9,776 | $3,321+194.4% | $2,822+246.4% | $13,400-27.0% |