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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 | $121,434 | $111,878+8.5% | $93,727+29.6% | $145,897-16.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $6,744 | $3,092+118.1% | $2,421+178.5% | $4,663+44.6% |
| Participant deferral / active EE | $7,350 | $4,920+49.4% | $4,417+66.4% | $6,689+9.9% |
| Admin fee / account holder | $129,966 | $10,256+1167.2% | $8,292+1467.4% | $13,390+870.6% |