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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 | $117,034 | $106,008+10.4% | $92,240+26.9% | $147,586-20.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $10,410 | $4,333+140.2% | $3,680+182.9% | $4,876+113.5% |
| Participant deferral / active EE | $8,440 | $4,478+88.5% | $3,897+116.6% | $5,439+55.2% |
| Admin fee / account holder | $810 | $6,333-87.2% | $5,194-84.4% | $10,886-92.6% |