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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 | $173,763 | $106,008+63.9% | $92,240+88.4% | $147,586+17.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.76% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,760 | $4,333-36.3% | $3,680-25.0% | $4,876-43.4% |
| Participant deferral / active EE | $5,435 | $4,478+21.4% | $3,897+39.5% | $5,439-0.1% |
| Admin fee / account holder | $3,302 | $6,333-47.9% | $5,194-36.4% | $10,886-69.7% |