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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 | $119,555 | $108,695+10.0% | $74,722+60.0% | $152,897-21.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 27.89% | 114.11%-86.2pp | 753.11%-725.2pp | 345.43%-317.5pp |
| Employer contribution / active EE | $6,624 | $1,504+340.3% | $1,084+510.9% | $4,764+39.0% |
| Participant deferral / active EE | $8,604 | $2,712+217.3% | $1,963+338.2% | $5,851+47.0% |
| Admin fee / account holder | $3,109 | $4,906-36.6% | $3,335-6.8% | $11,599-73.2% |