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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 | $125,383 | $226,135-44.6% | $182,558-31.3% | $152,909-18.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.35% | 192.60%-167.3pp | 148.59%-123.2pp | 345.46%-320.1pp |
| Employer contribution / active EE | $10,540 | $4,979+111.7% | $4,076+158.6% | $4,764+121.2% |
| Participant deferral / active EE | $3,816 | $6,371-40.1% | $5,526-30.9% | $5,851-34.8% |
| Admin fee / account holder | $1,280 | $10,707-88.0% | $8,594-85.1% | $11,601-89.0% |