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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 | $171,241 | $73,518+132.9% | $63,003+171.8% | $147,585+16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.97% | 175.46%-159.5pp | 87.59%-71.6pp | 578.56%-562.6pp |
| Employer contribution / active EE | $7,396 | $3,322+122.6% | $2,760+167.9% | $4,876+51.7% |
| Participant deferral / active EE | $3,739 | $4,183-10.6% | $3,329+12.3% | $5,439-31.3% |
| Admin fee / account holder | $6,805 | $5,952+14.3% | $3,600+89.0% | $10,885-37.5% |