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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 | $153,112 | $106,005+44.4% | $92,239+66.0% | $147,585+3.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.07% | 50.05%-31.0pp | 176.29%-157.2pp | 578.58%-559.5pp |
| Employer contribution / active EE | $2,741 | $4,333-36.7% | $3,680-25.5% | $4,876-43.8% |
| Participant deferral / active EE | $7,140 | $4,478+59.4% | $3,897+83.2% | $5,439+31.3% |
| Admin fee / account holder | $32,373 | $6,333+411.2% | $5,194+523.3% | $10,886+197.4% |