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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 | $177,904 | $106,008+67.8% | $92,240+92.9% | $147,586+20.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.01% | 50.05%-37.0pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $16,050 | $4,333+270.4% | $3,680+336.2% | $4,876+229.1% |
| Participant deferral / active EE | $9,158 | $4,478+104.5% | $3,897+135.0% | $5,439+68.4% |
| Admin fee / account holder | $7,739 | $6,333+22.2% | $5,194+49.0% | $10,886-28.9% |