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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 | $159,944 | $106,008+50.9% | $92,240+73.4% | $147,586+8.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.20% | 50.05%-31.8pp | 176.29%-158.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $4,719 | $4,333+8.9% | $3,680+28.3% | $4,876-3.2% |
| Participant deferral / active EE | $8,332 | $4,478+86.0% | $3,897+113.8% | $5,439+53.2% |
| Admin fee / account holder | $8,380 | $6,333+32.3% | $5,194+61.3% | $10,886-23.0% |