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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 | $130,523 | $111,785+16.8% | $93,669+39.3% | $145,877-10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $13,039 | $3,096+321.1% | $2,424+438.0% | $4,663+179.6% |
| Participant deferral / active EE | $10,811 | $4,919+119.8% | $4,416+144.8% | $6,691+61.6% |
| Admin fee / account holder | $1,661 | $10,256-83.8% | $8,291-80.0% | $13,402-87.6% |