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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 | $144,427 | $106,008+36.2% | $92,240+56.6% | $147,586-2.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.30% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $13,134 | $4,333+203.1% | $3,680+256.9% | $4,876+169.3% |
| Participant deferral / active EE | $3,262 | $4,478-27.2% | $3,897-16.3% | $5,439-40.0% |
| Admin fee / account holder | $24,850 | $6,333+292.4% | $5,194+378.4% | $10,886+128.3% |