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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 | $180,247 | $106,008+70.0% | $92,240+95.4% | $147,586+22.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.42% | 50.05%-30.6pp | 176.29%-156.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $7,972 | $4,333+84.0% | $3,680+116.7% | $4,876+63.5% |
| Participant deferral / active EE | $16,173 | $4,478+261.2% | $3,897+315.0% | $5,439+197.4% |
| Admin fee / account holder | $1,663 | $6,333-73.7% | $5,194-68.0% | $10,886-84.7% |