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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 | $170,475 | $106,003+60.8% | $92,236+84.8% | $147,585+15.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 50.05%-32.7pp | 176.29%-158.9pp | 578.57%-561.2pp |
| Employer contribution / active EE | $4,005 | $4,333-7.6% | $3,679+8.8% | $4,876-17.9% |
| Participant deferral / active EE | $16,630 | $4,478+271.4% | $3,897+326.8% | $5,439+205.8% |
| Admin fee / account holder | $7,279 | $6,333+14.9% | $5,194+40.1% | $10,885-33.1% |