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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 | $183,035 | $106,008+72.7% | $92,240+98.4% | $147,586+24.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.00% | 50.05%-40.1pp | 176.29%-166.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $3,901 | $4,333-10.0% | $3,680+6.0% | $4,876-20.0% |
| Participant deferral / active EE | $21,400 | $4,478+377.9% | $3,897+449.1% | $5,439+293.5% |
| Admin fee / account holder | $372 | $6,333-94.1% | $5,194-92.8% | $10,886-96.6% |