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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 | $166,591 | $100,073+66.5% | $85,126+95.7% | $145,877+14.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 36.24% | 84.11%-47.9pp | 66.63%-30.4pp | 551.28%-515.0pp |
| Employer contribution / active EE | $10,847 | $3,236+235.2% | $2,731+297.2% | $4,663+132.6% |
| Participant deferral / active EE | $11,767 | $5,294+122.3% | $4,523+160.2% | $6,691+75.9% |
| Admin fee / account holder | $900 | $7,261-87.6% | $6,160-85.4% | $13,402-93.3% |