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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 | $142,449 | $106,005+34.4% | $92,239+54.4% | $147,585-3.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.46% | 50.05%-32.6pp | 176.29%-158.8pp | 578.58%-561.1pp |
| Employer contribution / active EE | $7,732 | $4,333+78.4% | $3,680+110.1% | $4,876+58.5% |
| Participant deferral / active EE | $9,363 | $4,478+109.1% | $3,897+140.3% | $5,439+72.1% |
| Admin fee / account holder | $5,234 | $6,333-17.4% | $5,194+0.8% | $10,886-51.9% |