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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 | $186,232 | $96,691+92.6% | $86,656+114.9% | $139,487+33.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.20% | 106.87%-95.7pp | 593.09%-581.9pp | 373.84%-362.6pp |
| Employer contribution / active EE | $14,982 | $3,267+358.6% | $3,025+395.2% | $4,755+215.1% |
| Participant deferral / active EE | $2,690 | $4,838-44.4% | $4,439-39.4% | $6,713-59.9% |
| Admin fee / account holder | $74,909 | $6,414+1067.8% | $5,619+1233.2% | $11,407+556.7% |