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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 | $152,534 | $106,005+43.9% | $92,239+65.4% | $147,585+3.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.23% | 50.05%-38.8pp | 176.29%-165.1pp | 578.58%-567.4pp |
| Employer contribution / active EE | $13,466 | $4,333+210.8% | $3,680+266.0% | $4,876+176.1% |
| Participant deferral / active EE | $4,615 | $4,478+3.0% | $3,897+18.4% | $5,439-15.2% |
| Admin fee / account holder | $4,522 | $6,333-28.6% | $5,194-12.9% | $10,886-58.5% |