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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 | $243,444 | $106,008+129.6% | $92,240+163.9% | $147,586+65.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.17% | 50.05%-34.9pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $10,123 | $4,333+133.6% | $3,680+175.1% | $4,876+107.6% |
| Participant deferral / active EE | $7,437 | $4,478+66.1% | $3,897+90.8% | $5,439+36.7% |
| Admin fee / account holder | $32,186 | $6,333+408.2% | $5,194+519.7% | $10,886+195.7% |