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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 | $121,601 | $106,003+14.7% | $92,236+31.8% | $147,585-17.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.68% | 50.05%-35.4pp | 176.29%-161.6pp | 578.57%-563.9pp |
| Employer contribution / active EE | $1,818 | $4,333-58.0% | $3,679-50.6% | $4,876-62.7% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+131.0% | $5,439+65.5% |
| Admin fee / account holder | $1,343 | $6,333-78.8% | $5,194-74.2% | $10,885-87.7% |