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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 | $173,543 | $96,691+79.5% | $86,656+100.3% | $139,487+24.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.17% | 106.87%-90.7pp | 593.09%-576.9pp | 373.84%-357.7pp |
| Employer contribution / active EE | $4,874 | $3,267+49.2% | $3,025+61.1% | $4,755+2.5% |
| Participant deferral / active EE | $8,908 | $4,838+84.1% | $4,439+100.7% | $6,713+32.7% |
| Admin fee / account holder | $1,489 | $6,414-76.8% | $5,619-73.5% | $11,407-86.9% |