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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 | $154,093 | $114,073+35.1% | $96,161+60.2% | $167,518-8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.78% | 189.95%-179.2pp | 192.01%-181.2pp | 478.71%-467.9pp |
| Employer contribution / active EE | $5,539 | $3,428+61.6% | $2,798+97.9% | $4,838+14.5% |
| Participant deferral / active EE | $2,428 | $5,195-53.3% | $4,349-44.2% | $6,342-61.7% |
| Admin fee / account holder | $2,189 | $6,899-68.3% | $5,538-60.5% | $12,312-82.2% |