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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 | $168,125 | $106,008+58.6% | $92,240+82.3% | $147,586+13.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $7,929 | $4,333+83.0% | $3,680+115.5% | $4,876+62.6% |
| Participant deferral / active EE | $2,372 | $4,478-47.0% | $3,897-39.1% | $5,439-56.4% |
| Admin fee / account holder | $4,061 | $6,333-35.9% | $5,194-21.8% | $10,886-62.7% |