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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 | $213,204 | $106,008+101.1% | $92,240+131.1% | $147,586+44.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.81% | 50.05%-37.2pp | 176.29%-163.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $12,288 | $4,333+183.6% | $3,680+233.9% | $4,876+152.0% |
| Participant deferral / active EE | $3,563 | $4,478-20.4% | $3,897-8.6% | $5,439-34.5% |
| Admin fee / account holder | $5,306 | $6,333-16.2% | $5,194+2.2% | $10,886-51.3% |