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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 | $138,245 | $96,678+43.0% | $86,640+59.6% | $139,466-0.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.65% | 106.69%-95.0pp | 592.52%-580.9pp | 373.66%-362.0pp |
| Employer contribution / active EE | $6,162 | $3,265+88.7% | $3,024+103.7% | $4,754+29.6% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $15,000 | $6,410+134.0% | $5,616+167.1% | $11,409+31.5% |