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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 | $166,803 | $106,008+57.3% | $92,240+80.8% | $147,586+13.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.13% | 50.05%-35.9pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $9,207 | $4,333+112.5% | $3,680+150.2% | $4,876+88.8% |
| Participant deferral / active EE | $7,620 | $4,478+70.2% | $3,897+95.5% | $5,439+40.1% |
| Admin fee / account holder | $17,313 | $6,333+173.4% | $5,194+233.3% | $10,886+59.0% |