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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 | $225,500 | $106,003+112.7% | $92,236+144.5% | $147,585+52.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.26% | 50.05%-31.8pp | 176.29%-158.0pp | 578.57%-560.3pp |
| Employer contribution / active EE | $9,728 | $4,333+124.5% | $3,679+164.4% | $4,876+99.5% |
| Participant deferral / active EE | $11,372 | $4,478+154.0% | $3,897+191.8% | $5,439+109.1% |
| Admin fee / account holder | $659 | $6,333-89.6% | $5,194-87.3% | $10,885-93.9% |