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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 | $173,796 | $106,005+64.0% | $92,239+88.4% | $147,585+17.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 36.85% | 50.05%-13.2pp | 176.29%-139.4pp | 578.58%-541.7pp |
| Employer contribution / active EE | $2,337 | $4,333-46.1% | $3,680-36.5% | $4,876-52.1% |
| Participant deferral / active EE | $10,301 | $4,478+130.0% | $3,897+164.3% | $5,439+89.4% |
| Admin fee / account holder | $754 | $6,333-88.1% | $5,194-85.5% | $10,886-93.1% |