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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 | $218,631 | $27,924+682.9% | $58,544+273.4% | $75,181+190.8% |
| Participation rate | 88.3% | 38.8%+49.5pp | 50.9%+37.4pp | 67.2%+21.1pp |
| Annual return | 328.20% | 44.20%+284.0pp | 4249.56%-3921.4pp | 160.69%+167.5pp |
| Employer contribution / active EE | $860 | $669+28.5% | $1,053-18.3% | $2,671-67.8% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $825 | $1,726-52.2% | $2,520-67.3% | $5,650-85.4% |