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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 | $196,436 | $107,941+82.0% | $91,994+113.5% | $152,909+28.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.02% | 89.28%-69.3pp | 69.04%-49.0pp | 345.46%-325.4pp |
| Employer contribution / active EE | $4,706 | $4,212+11.7% | $3,453+36.3% | $4,764-1.2% |
| Participant deferral / active EE | $6,936 | $6,366+9.0% | $5,924+17.1% | $5,851+18.5% |
| Admin fee / account holder | $465 | $10,521-95.6% | $7,744-94.0% | $11,601-96.0% |