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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 | $164,343 | $111,830+47.0% | $93,696+75.4% | $145,884+12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.88% | 204.08%-190.2pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $31,873 | $3,093+930.5% | $2,422+1216.0% | $4,662+583.6% |
| Participant deferral / active EE | $8,312 | $4,920+68.9% | $4,417+88.2% | $6,690+24.2% |
| Admin fee / account holder | $1,473 | $10,249-85.6% | $8,287-82.2% | $13,392-89.0% |