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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 | $186,965 | $96,691+93.4% | $86,656+115.8% | $139,487+34.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 106.87%-94.4pp | 593.09%-580.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $16,565 | $3,267+407.1% | $3,025+447.5% | $4,755+248.4% |
| Participant deferral / active EE | $9,817 | $4,838+102.9% | $4,439+121.1% | $6,713+46.2% |
| Admin fee / account holder | $4,016 | $6,414-37.4% | $5,619-28.5% | $11,407-64.8% |