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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 | $141,297 | $106,008+33.3% | $92,240+53.2% | $147,586-4.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 37.81% | 50.05%-12.2pp | 176.29%-138.5pp | 578.59%-540.8pp |
| Employer contribution / active EE | $13,344 | $4,333+207.9% | $3,680+262.6% | $4,876+173.6% |
| Participant deferral / active EE | $12,380 | $4,478+176.5% | $3,897+217.7% | $5,439+127.6% |
| Admin fee / account holder | $5,648 | $6,333-10.8% | $5,194+8.7% | $10,886-48.1% |