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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 | $129,417 | $106,008+22.1% | $92,240+40.3% | $147,586-12.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.46% | 50.05%-37.6pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $7,143 | $4,333+64.8% | $3,680+94.1% | $4,876+46.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,715 | $6,333+385.0% | $5,194+491.4% | $10,886+182.2% |