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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 | $150,631 | $106,008+42.1% | $92,240+63.3% | $147,586+2.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.60% | 50.05%-38.4pp | 176.29%-164.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $18,100 | $4,333+317.7% | $3,680+391.9% | $4,876+271.2% |
| Participant deferral / active EE | $12,205 | $4,478+172.5% | $3,897+213.2% | $5,439+124.4% |
| Admin fee / account holder | $2,748 | $6,333-56.6% | $5,194-47.1% | $10,886-74.8% |