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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 | $222,469 | $150,435+47.9% | $120,580+84.5% | $145,897+52.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.29% | 154.60%-141.3pp | 107.48%-94.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,499 | $4,352+3.4% | $3,469+29.7% | $4,663-3.5% |
| Participant deferral / active EE | $9,213 | $6,174+49.2% | $4,995+84.4% | $6,689+37.7% |
| Admin fee / account holder | $19,881 | $12,182+63.2% | $9,418+111.1% | $13,390+48.5% |