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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 | $118,068 | $106,008+11.4% | $92,240+28.0% | $147,586-20.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.02% | 50.05%-38.0pp | 176.29%-164.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $7,703 | $4,333+77.7% | $3,680+109.3% | $4,876+58.0% |
| Participant deferral / active EE | $7,438 | $4,478+66.1% | $3,897+90.9% | $5,439+36.8% |
| Admin fee / account holder | $6,627 | $6,333+4.6% | $5,194+27.6% | $10,886-39.1% |