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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 | $111,830+8.6% | $93,696+29.6% | $145,884-16.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 204.08%-190.3pp | 133.74%-120.0pp | 551.85%-538.1pp |
| Employer contribution / active EE | $6,744 | $3,093+118.0% | $2,422+178.5% | $4,662+44.6% |
| Participant deferral / active EE | $7,350 | $4,920+49.4% | $4,417+66.4% | $6,690+9.9% |
| Admin fee / account holder | $129,966 | $10,249+1168.1% | $8,287+1468.4% | $13,392+870.5% |