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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 | $181,140 | $96,678+87.4% | $86,640+109.1% | $139,466+29.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.36% | 106.69%-90.3pp | 592.52%-576.2pp | 373.66%-357.3pp |
| Employer contribution / active EE | $6,173 | $3,265+89.0% | $3,024+104.1% | $4,754+29.8% |
| Participant deferral / active EE | $9,000 | $4,837+86.1% | $4,438+102.8% | $6,712+34.1% |
| Admin fee / account holder | $14,068 | $6,410+119.5% | $5,616+150.5% | $11,409+23.3% |