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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 | $192,198 | $106,008+81.3% | $92,240+108.4% | $147,586+30.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $4,970 | $4,333+14.7% | $3,680+35.1% | $4,876+1.9% |
| Participant deferral / active EE | $8,580 | $4,478+91.6% | $3,897+120.2% | $5,439+57.8% |
| Admin fee / account holder | $37,996 | $6,333+500.0% | $5,194+631.5% | $10,886+249.0% |