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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 | $125,385 | $96,678+29.7% | $86,640+44.7% | $139,466-10.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.43% | 106.69%-88.3pp | 592.52%-574.1pp | 373.66%-355.2pp |
| Employer contribution / active EE | $6,332 | $3,265+93.9% | $3,024+109.4% | $4,754+33.2% |
| Participant deferral / active EE | $14,346 | $4,837+196.6% | $4,438+223.2% | $6,712+113.7% |
| Admin fee / account holder | $808 | $6,410-87.4% | $5,616-85.6% | $11,409-92.9% |