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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 | $175,682 | $73,546+138.9% | $63,018+178.8% | $147,586+19.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.55% | 175.56%-164.0pp | 87.62%-76.1pp | 578.59%-567.0pp |
| Employer contribution / active EE | $6,795 | $3,324+104.4% | $2,761+146.1% | $4,876+39.3% |
| Participant deferral / active EE | $9,025 | $4,185+115.7% | $3,330+171.1% | $5,439+65.9% |
| Admin fee / account holder | $1,640 | $5,956-72.5% | $3,601-54.5% | $10,886-84.9% |