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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 | $74,617 | $106,008-29.6% | $92,240-19.1% | $147,586-49.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 171.44% | 50.05%+121.4pp | 176.29%-4.8pp | 578.59%-407.1pp |
| Employer contribution / active EE | $11,416 | $4,333+163.4% | $3,680+210.2% | $4,876+134.1% |
| Participant deferral / active EE | $4,392 | $4,478-1.9% | $3,897+12.7% | $5,439-19.2% |
| Admin fee / account holder | $531 | $6,333-91.6% | $5,194-89.8% | $10,886-95.1% |