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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 | $183,503 | $102,393+79.2% | $147,041+24.8% | $80,911+126.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.68% | 134.95%-118.3pp | 419.21%-402.5pp | 35.63%-19.0pp |
| Employer contribution / active EE | $3,663 | $3,715-1.4% | $4,935-25.8% | $2,756+32.9% |
| Participant deferral / active EE | $11,183 | $6,647+68.2% | $8,071+38.6% | $4,297+160.2% |
| Admin fee / account holder | $4,002 | $7,943-49.6% | $13,006-69.2% | $6,935-42.3% |