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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 | $184,263 | $102,382+80.0% | $147,005+25.3% | $80,874+127.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.24% | 134.89%-117.7pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $5,875 | $3,715+58.1% | $4,934+19.1% | $2,756+113.2% |
| Participant deferral / active EE | $9,231 | $6,646+38.9% | $8,070+14.4% | $4,297+114.8% |
| Admin fee / account holder | $620 | $7,942-92.2% | $13,006-95.2% | $6,935-91.1% |