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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 | $126,807 | $96,643+31.2% | $86,617+46.4% | $139,456-9.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.61% | 106.57%-92.0pp | 591.91%-577.3pp | 373.45%-358.8pp |
| Employer contribution / active EE | $8,183 | $3,264+150.7% | $3,023+170.7% | $4,753+72.2% |
| Participant deferral / active EE | $12,987 | $4,835+168.6% | $4,437+192.7% | $6,711+93.5% |
| Admin fee / account holder | $113,588 | $6,406+1673.1% | $5,613+1923.8% | $11,407+895.8% |