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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 | $199,593 | $107,941+84.9% | $91,994+117.0% | $152,909+30.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.96% | 89.28%-68.3pp | 69.04%-48.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $5,251 | $4,212+24.7% | $3,453+52.1% | $4,764+10.2% |
| Participant deferral / active EE | $4,692 | $6,366-26.3% | $5,924-20.8% | $5,851-19.8% |
| Admin fee / account holder | $77,303 | $10,521+634.7% | $7,744+898.3% | $11,601+566.4% |