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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 | $190,578 | $111,785+70.5% | $93,669+103.5% | $145,877+30.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.58% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $3,713 | $3,096+19.9% | $2,424+53.2% | $4,663-20.4% |
| Participant deferral / active EE | $32,950 | $4,919+569.9% | $4,416+646.2% | $6,691+392.5% |
| Admin fee / account holder | $1,581 | $10,256-84.6% | $8,291-80.9% | $13,402-88.2% |