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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 | $223,545 | $106,008+110.9% | $92,240+142.4% | $147,586+51.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.66% | 50.05%-36.4pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $8,181 | $4,333+88.8% | $3,680+122.3% | $4,876+67.8% |
| Participant deferral / active EE | $4,823 | $4,478+7.7% | $3,897+23.8% | $5,439-11.3% |
| Admin fee / account holder | $4,117 | $6,333-35.0% | $5,194-20.7% | $10,886-62.2% |