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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 | $173,519 | $106,003+63.7% | $92,236+88.1% | $147,585+17.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.70% | 50.05%-37.4pp | 176.29%-163.6pp | 578.57%-565.9pp |
| Employer contribution / active EE | $6,684 | $4,333+54.3% | $3,679+81.7% | $4,876+37.1% |
| Participant deferral / active EE | $4,744 | $4,478+5.9% | $3,897+21.7% | $5,439-12.8% |
| Admin fee / account holder | $2,694 | $6,333-57.5% | $5,194-48.1% | $10,885-75.3% |