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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 | $155,341 | $106,008+46.5% | $92,240+68.4% | $147,586+5.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.02% | 50.05%-30.0pp | 176.29%-156.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $984 | $4,333-77.3% | $3,680-73.3% | $4,876-79.8% |
| Participant deferral / active EE | $3,131 | $4,478-30.1% | $3,897-19.7% | $5,439-42.4% |
| Admin fee / account holder | $4,429 | $6,333-30.1% | $5,194-14.7% | $10,886-59.3% |