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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 | $222,017 | $106,008+109.4% | $92,240+140.7% | $147,586+50.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.42% | 50.05%-34.6pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $4,291 | $4,333-1.0% | $3,680+16.6% | $4,876-12.0% |
| Participant deferral / active EE | $3,317 | $4,478-25.9% | $3,897-14.9% | $5,439-39.0% |
| Admin fee / account holder | $546 | $6,333-91.4% | $5,194-89.5% | $10,886-95.0% |