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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 | $157,040 | $106,008+48.1% | $92,240+70.3% | $147,586+6.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.76% | 50.05%-35.3pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,960 | $4,333-8.6% | $3,680+7.6% | $4,876-18.8% |
| Participant deferral / active EE | $8,993 | $4,478+100.8% | $3,897+130.8% | $5,439+65.4% |
| Admin fee / account holder | $1,518 | $6,333-76.0% | $5,194-70.8% | $10,886-86.1% |