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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 | $154,460 | $106,005+45.7% | $92,239+67.5% | $147,585+4.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.80% | 50.05%-37.3pp | 176.29%-163.5pp | 578.58%-565.8pp |
| Employer contribution / active EE | $8,598 | $4,333+98.4% | $3,680+133.7% | $4,876+76.3% |
| Participant deferral / active EE | $14,647 | $4,478+227.1% | $3,897+275.8% | $5,439+169.3% |
| Admin fee / account holder | $14,998 | $6,333+136.8% | $5,194+188.7% | $10,886+37.8% |