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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 | $216,620 | $106,008+104.3% | $92,240+134.8% | $147,586+46.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.04% | 50.05%-25.0pp | 176.29%-151.3pp | 578.59%-553.6pp |
| Employer contribution / active EE | $6,784 | $4,333+56.6% | $3,680+84.4% | $4,876+39.1% |
| Participant deferral / active EE | $12,479 | $4,478+178.7% | $3,897+220.2% | $5,439+129.5% |
| Admin fee / account holder | $5,623 | $6,333-11.2% | $5,194+8.3% | $10,886-48.3% |