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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 | $193,169 | $106,008+82.2% | $92,240+109.4% | $147,586+30.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.91% | 50.05%-36.1pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,946 | $4,333-55.1% | $3,680-47.1% | $4,876-60.1% |
| Participant deferral / active EE | $5,889 | $4,478+31.5% | $3,897+51.1% | $5,439+8.3% |
| Admin fee / account holder | $420 | $6,333-93.4% | $5,194-91.9% | $10,886-96.1% |