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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 | $193,261 | $106,008+82.3% | $92,240+109.5% | $147,586+30.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.03% | 50.05%-33.0pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $9,764 | $4,333+125.3% | $3,680+165.4% | $4,876+100.2% |
| Participant deferral / active EE | $7,283 | $4,478+62.6% | $3,897+86.9% | $5,439+33.9% |
| Admin fee / account holder | $1,229 | $6,333-80.6% | $5,194-76.3% | $10,886-88.7% |