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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 | $190,446 | $106,008+79.7% | $92,240+106.5% | $147,586+29.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.50% | 50.05%-37.5pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $19,930 | $4,333+359.9% | $3,680+441.6% | $4,876+308.7% |
| Participant deferral / active EE | $4,000 | $4,478-10.7% | $3,897+2.6% | $5,439-26.5% |
| Admin fee / account holder | $7,316 | $6,333+15.5% | $5,194+40.8% | $10,886-32.8% |