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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 | $135,384 | $106,008+27.7% | $92,240+46.8% | $147,586-8.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.05% | 50.05%-27.0pp | 176.29%-153.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $14,009 | $4,333+223.3% | $3,680+280.7% | $4,876+187.3% |
| Participant deferral / active EE | $3,259 | $4,478-27.2% | $3,897-16.4% | $5,439-40.1% |
| Admin fee / account holder | $15,503 | $6,333+144.8% | $5,194+198.5% | $10,886+42.4% |