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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 | $163,101 | $111,878+45.8% | $93,727+74.0% | $145,897+11.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.92% | 204.28%-193.4pp | 133.83%-122.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $11,832 | $3,092+282.7% | $2,421+388.7% | $4,663+153.8% |
| Participant deferral / active EE | $6,803 | $4,920+38.3% | $4,417+54.0% | $6,689+1.7% |
| Admin fee / account holder | $792 | $10,256-92.3% | $8,292-90.4% | $13,390-94.1% |