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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 | $214,790 | $96,691+122.1% | $86,656+147.9% | $139,487+54.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.23% | 106.87%-87.6pp | 593.09%-573.9pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,212 | $3,267-32.3% | $3,025-26.9% | $4,755-53.5% |
| Participant deferral / active EE | $9,067 | $4,838+87.4% | $4,439+104.2% | $6,713+35.1% |
| Admin fee / account holder | $186,299 | $6,414+2804.4% | $5,619+3215.7% | $11,407+1533.2% |