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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 | $240,464 | $106,008+126.8% | $92,240+160.7% | $147,586+62.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.18% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $4,689 | $4,333+8.2% | $3,680+27.4% | $4,876-3.8% |
| Participant deferral / active EE | $8,181 | $4,478+82.7% | $3,897+109.9% | $5,439+50.4% |
| Admin fee / account holder | $8,726 | $6,333+37.8% | $5,194+68.0% | $10,886-19.8% |