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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 | $97,424 | $73,546+32.5% | $63,018+54.6% | $147,586-34.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.61% | 175.56%-162.9pp | 87.62%-75.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $6,640 | $3,324+99.8% | $2,761+140.5% | $4,876+36.2% |
| Participant deferral / active EE | $10,510 | $4,185+151.2% | $3,330+215.7% | $5,439+93.2% |
| Admin fee / account holder | $3,619 | $5,956-39.2% | $3,601+0.5% | $10,886-66.8% |