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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 | $137,621 | $102,382+34.4% | $147,005-6.4% | $80,874+70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.54% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $14,474 | $3,715+289.6% | $4,934+193.3% | $2,756+425.2% |
| Participant deferral / active EE | $9,063 | $6,646+36.4% | $8,070+12.3% | $4,297+110.9% |
| Admin fee / account holder | $933 | $7,942-88.3% | $13,006-92.8% | $6,935-86.5% |