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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 | $177,827 | $106,905+66.3% | $84,020+111.6% | $152,885+16.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.62% | 105.00%-79.4pp | 71.31%-45.7pp | 345.39%-319.8pp |
| Employer contribution / active EE | $10,306 | $2,735+276.9% | $1,984+419.6% | $4,763+116.4% |
| Participant deferral / active EE | $4,083 | $4,012+1.8% | $3,239+26.1% | $5,851-30.2% |
| Admin fee / account holder | $4,029 | $8,287-51.4% | $6,101-34.0% | $11,598-65.3% |