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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 | $177,971 | $106,008+67.9% | $92,240+92.9% | $147,586+20.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.13% | 50.05%-37.9pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $9,413 | $4,333+117.2% | $3,680+155.8% | $4,876+93.0% |
| Participant deferral / active EE | $5,474 | $4,478+22.2% | $3,897+40.5% | $5,439+0.7% |
| Admin fee / account holder | $2,312 | $6,333-63.5% | $5,194-55.5% | $10,886-78.8% |