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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 | $191,270 | $106,005+80.4% | $92,239+107.4% | $147,585+29.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.89% | 50.05%-36.2pp | 176.29%-162.4pp | 578.58%-564.7pp |
| Employer contribution / active EE | $2,213 | $4,333-48.9% | $3,680-39.9% | $4,876-54.6% |
| Participant deferral / active EE | $7,530 | $4,478+68.1% | $3,897+93.2% | $5,439+38.5% |
| Admin fee / account holder | $2,623 | $6,333-58.6% | $5,194-49.5% | $10,886-75.9% |