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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 | $122,576 | $106,008+15.6% | $92,240+32.9% | $147,586-16.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.13% | 50.05%-34.9pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $8,665 | $4,333+100.0% | $3,680+135.5% | $4,876+77.7% |
| Participant deferral / active EE | $8,662 | $4,478+93.4% | $3,897+122.3% | $5,439+59.3% |
| Admin fee / account holder | $663 | $6,333-89.5% | $5,194-87.2% | $10,886-93.9% |