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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 | $216,468 | $107,941+100.5% | $91,994+135.3% | $152,909+41.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 17.41% | 89.28%-71.9pp | 69.04%-51.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $4,729 | $4,212+12.3% | $3,453+37.0% | $4,764-0.7% |
| Participant deferral / active EE | $11,527 | $6,366+81.1% | $5,924+94.6% | $5,851+97.0% |
| Admin fee / account holder | $587 | $10,521-94.4% | $7,744-92.4% | $11,601-94.9% |