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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 | $218,378 | $124,175+75.9% | $108,405+101.4% | $167,536+30.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.79% | 1380.13%-1364.3pp | 905.55%-889.8pp | 478.82%-463.0pp |
| Employer contribution / active EE | $14,485 | $4,188+245.9% | $3,559+307.0% | $4,839+199.3% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,342+2.5% |
| Admin fee / account holder | $880 | $9,457-90.7% | $7,297-87.9% | $12,315-92.9% |