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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 | $218,176 | $106,008+105.8% | $92,240+136.5% | $147,586+47.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.56% | 50.05%-38.5pp | 176.29%-164.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $3,875 | $4,333-10.6% | $3,680+5.3% | $4,876-20.5% |
| Participant deferral / active EE | $6,952 | $4,478+55.2% | $3,897+78.4% | $5,439+27.8% |
| Admin fee / account holder | $6,910 | $6,333+9.1% | $5,194+33.0% | $10,886-36.5% |