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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 | $184,733 | $96,691+91.1% | $86,656+113.2% | $139,487+32.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.09% | 106.87%-90.8pp | 593.09%-577.0pp | 373.84%-357.8pp |
| Employer contribution / active EE | $19,287 | $3,267+490.4% | $3,025+537.5% | $4,755+305.6% |
| Participant deferral / active EE | $13,829 | $4,838+185.9% | $4,439+211.5% | $6,713+106.0% |
| Admin fee / account holder | $843 | $6,414-86.9% | $5,619-85.0% | $11,407-92.6% |