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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 | $185,675 | $109,905+68.9% | $98,506+88.5% | $167,553+10.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.85% | 1960.20%-1935.3pp | 1494.92%-1470.1pp | 478.89%-454.0pp |
| Employer contribution / active EE | $9,659 | $3,226+199.4% | $2,961+226.2% | $4,840+99.6% |
| Participant deferral / active EE | $7,286 | $4,674+55.9% | $4,277+70.4% | $6,343+14.9% |
| Admin fee / account holder | $37,191 | $6,760+450.2% | $5,955+524.6% | $12,316+202.0% |