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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 | $149,958 | $111,785+34.1% | $93,669+60.1% | $145,877+2.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.63% | 203.79%-194.2pp | 133.59%-124.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $38,999 | $3,096+1159.7% | $2,424+1509.2% | $4,663+736.4% |
| Participant deferral / active EE | $30,855 | $4,919+527.3% | $4,416+598.8% | $6,691+361.2% |
| Admin fee / account holder | $2,164 | $10,256-78.9% | $8,291-73.9% | $13,402-83.9% |