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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 | $106,003+104.4% | $92,236+134.9% | $147,585+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%-151.2pp | 578.57%-553.5pp |
| Employer contribution / active EE | $6,784 | $4,333+56.6% | $3,679+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% | $10,885-48.3% |