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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 | $206,364 | $96,678+113.5% | $86,640+138.2% | $139,466+48.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.70% | 106.69%-80.0pp | 592.52%-565.8pp | 373.66%-347.0pp |
| Employer contribution / active EE | $16,550 | $3,265+406.8% | $3,024+447.2% | $4,754+248.1% |
| Participant deferral / active EE | $12,323 | $4,837+154.8% | $4,438+177.6% | $6,712+83.6% |
| Admin fee / account holder | $4,434 | $6,410-30.8% | $5,616-21.0% | $11,409-61.1% |