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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 | $194,854 | $96,691+101.5% | $86,656+124.9% | $139,487+39.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.60% | 106.87%-90.3pp | 593.09%-576.5pp | 373.84%-357.2pp |
| Employer contribution / active EE | $5,257 | $3,267+60.9% | $3,025+73.8% | $4,755+10.6% |
| Participant deferral / active EE | $15,489 | $4,838+220.2% | $4,439+248.9% | $6,713+130.7% |
| Admin fee / account holder | $33,211 | $6,414+417.8% | $5,619+491.1% | $11,407+191.1% |