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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 | $129,899 | $84,741+53.3% | $75,731+71.5% | $167,553-22.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.95% | 199.72%-185.8pp | 104.65%-90.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $9,001 | $3,230+178.6% | $2,743+228.1% | $4,840+86.0% |
| Participant deferral / active EE | $7,147 | $4,577+56.1% | $3,820+87.1% | $6,343+12.7% |
| Admin fee / account holder | $4,118 | $5,361-23.2% | $3,620+13.7% | $12,316-66.6% |