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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 | $134,328 | $184,000-27.0% | $162,185-17.2% | $152,909-12.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.47% | 150.80%-137.3pp | 115.61%-102.1pp | 345.46%-332.0pp |
| Employer contribution / active EE | $7,924 | $6,370+24.4% | $5,613+41.2% | $4,764+66.3% |
| Participant deferral / active EE | $10,410 | $8,033+29.6% | $7,297+42.7% | $5,851+77.9% |
| Admin fee / account holder | $125,981 | $13,124+859.9% | $10,844+1061.8% | $11,601+986.0% |