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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 | $87,628 | $106,008-17.3% | $92,240-5.0% | $147,586-40.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.85% | 50.05%-32.2pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $3,065 | $4,333-29.3% | $3,680-16.7% | $4,876-37.1% |
| Participant deferral / active EE | $9,481 | $4,478+111.7% | $3,897+143.3% | $5,439+74.3% |
| Admin fee / account holder | $150,052 | $6,333+2269.4% | $5,194+2788.9% | $10,886+1278.4% |