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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 | $139,207 | $108,695+28.1% | $74,722+86.3% | $152,897-9.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 27.64% | 114.11%-86.5pp | 753.11%-725.5pp | 345.43%-317.8pp |
| Employer contribution / active EE | $3,128 | $1,504+108.0% | $1,084+188.5% | $4,764-34.3% |
| Participant deferral / active EE | $11,705 | $2,712+331.6% | $1,963+496.2% | $5,851+100.1% |
| Admin fee / account holder | $32,016 | $4,906+552.6% | $3,335+860.1% | $11,599+176.0% |