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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 | $171,925 | $106,008+62.2% | $92,240+86.4% | $147,586+16.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.75% | 50.05%-40.3pp | 176.29%-166.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $11,627 | $4,333+168.3% | $3,680+216.0% | $4,876+138.4% |
| Participant deferral / active EE | $17,247 | $4,478+285.1% | $3,897+342.6% | $5,439+217.1% |
| Admin fee / account holder | $20,392 | $6,333+222.0% | $5,194+292.6% | $10,886+87.3% |