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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 | $247,307 | $106,005+133.3% | $92,239+168.1% | $147,585+67.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.17% | 50.05%-39.9pp | 176.29%-166.1pp | 578.58%-568.4pp |
| Employer contribution / active EE | $8,484 | $4,333+95.8% | $3,680+130.6% | $4,876+74.0% |
| Participant deferral / active EE | $6,026 | $4,478+34.6% | $3,897+54.6% | $5,439+10.8% |
| Admin fee / account holder | $92,845 | $6,333+1366.1% | $5,194+1687.5% | $10,886+752.9% |