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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 | $177,940 | $106,008+67.9% | $92,240+92.9% | $147,586+20.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.87% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $16,073 | $4,333+270.9% | $3,680+336.8% | $4,876+229.6% |
| Participant deferral / active EE | $6,675 | $4,478+49.1% | $3,897+71.3% | $5,439+22.7% |
| Admin fee / account holder | $21,512 | $6,333+239.7% | $5,194+314.2% | $10,886+97.6% |