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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 | $185,651 | $107,341+73.0% | $92,897+99.8% | $152,870+21.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.73% | 145.59%-124.9pp | 109.42%-88.7pp | 345.34%-324.6pp |
| Employer contribution / active EE | $9,912 | $4,221+134.8% | $3,653+171.3% | $4,763+108.1% |
| Participant deferral / active EE | $25,000 | $4,847+415.7% | $4,238+489.9% | $5,850+327.3% |
| Admin fee / account holder | $4,774 | $7,080-32.6% | $5,794-17.6% | $11,597-58.8% |