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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 | $183,573 | $106,008+73.2% | $92,240+99.0% | $147,586+24.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.84% | 50.05%-34.2pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $14,667 | $4,333+238.5% | $3,680+298.6% | $4,876+200.8% |
| Participant deferral / active EE | $6,864 | $4,478+53.3% | $3,897+76.1% | $5,439+26.2% |
| Admin fee / account holder | $1,356 | $6,333-78.6% | $5,194-73.9% | $10,886-87.5% |