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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 | $198,116 | $112,933+75.4% | $90,970+117.8% | $158,982+24.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.05% | 215.82%-194.8pp | 134.60%-113.5pp | 302.99%-281.9pp |
| Employer contribution / active EE | $15,254 | $2,893+427.2% | $2,122+618.9% | $4,763+220.3% |
| Participant deferral / active EE | $9,343 | $4,128+126.3% | $3,373+177.0% | $5,983+56.1% |
| Admin fee / account holder | $1,009 | $8,047-87.5% | $5,961-83.1% | $11,252-91.0% |