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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 | $175,317 | $84,708+107.0% | $75,714+131.6% | $167,536+4.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 259.37% | 199.62%+59.7pp | 104.62%+154.7pp | 478.82%-219.4pp |
| Employer contribution / active EE | $2,516 | $3,231-22.1% | $2,744-8.3% | $4,839-48.0% |
| Participant deferral / active EE | $9,096 | $4,577+98.7% | $3,820+138.1% | $6,342+43.4% |
| Admin fee / account holder | $911 | $5,358-83.0% | $3,619-74.8% | $12,315-92.6% |