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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 | $129,444 | $96,678+33.9% | $86,640+49.4% | $139,466-7.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.99% | 106.69%-78.7pp | 592.52%-564.5pp | 373.66%-345.7pp |
| Employer contribution / active EE | $24,905 | $3,265+662.7% | $3,024+723.5% | $4,754+423.9% |
| Participant deferral / active EE | $14,976 | $4,837+209.6% | $4,438+237.4% | $6,712+123.1% |
| Admin fee / account holder | $424 | $6,410-93.4% | $5,616-92.4% | $11,409-96.3% |