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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 | $154,151 | $111,785+37.9% | $93,669+64.6% | $145,877+5.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 73.38% | 203.79%-130.4pp | 133.59%-60.2pp | 551.28%-477.9pp |
| Employer contribution / active EE | $8,418 | $3,096+171.9% | $2,424+247.3% | $4,663+80.5% |
| Participant deferral / active EE | $9,375 | $4,919+90.6% | $4,416+112.3% | $6,691+40.1% |
| Admin fee / account holder | $720 | $10,256-93.0% | $8,291-91.3% | $13,402-94.6% |