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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 | $192,494 | $88,778+116.8% | $81,844+135.2% | $145,884+32.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.50% | 1033.03%-1010.5pp | 778.87%-756.4pp | 551.85%-529.4pp |
| Employer contribution / active EE | $9,004 | $3,087+191.7% | $2,916+208.7% | $4,662+93.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $43,703 | $8,430+418.4% | $7,355+494.2% | $13,392+226.3% |