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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 | $142,000 | $89,370+58.9% | $141,197+0.6% | $72,976+94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 621.24% | 111.88%+509.4pp | 71.41%+549.8pp | 81.02%+540.2pp |
| Employer contribution / active EE | $18,772 | $3,115+502.6% | $4,736+296.3% | $2,440+669.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $426 | $5,957-92.9% | $10,265-95.9% | $5,124-91.7% |