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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 | $104,112 | $114,073-8.7% | $96,161+8.3% | $167,518-37.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.37% | 189.95%-167.6pp | 192.01%-169.6pp | 478.71%-456.3pp |
| Employer contribution / active EE | $7,416 | $3,428+116.3% | $2,798+165.0% | $4,838+53.3% |
| Participant deferral / active EE | $8,587 | $5,195+65.3% | $4,349+97.4% | $6,342+35.4% |
| Admin fee / account holder | $909 | $6,899-86.8% | $5,538-83.6% | $12,312-92.6% |