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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 | $134,340 | $106,008+26.7% | $92,240+45.6% | $147,586-9.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.08% | 50.05%-33.0pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $13,147 | $4,333+203.4% | $3,680+257.3% | $4,876+169.6% |
| Participant deferral / active EE | $7,260 | $4,478+62.1% | $3,897+86.3% | $5,439+33.5% |
| Admin fee / account holder | $4,244 | $6,333-33.0% | $5,194-18.3% | $10,886-61.0% |