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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 | $119,095 | $106,008+12.3% | $92,240+29.1% | $147,586-19.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.04% | 50.05%-30.0pp | 176.29%-156.2pp | 578.59%-558.6pp |
| Employer contribution / active EE | $8,585 | $4,333+98.1% | $3,680+133.3% | $4,876+76.0% |
| Participant deferral / active EE | $9,360 | $4,478+109.0% | $3,897+140.2% | $5,439+72.1% |
| Admin fee / account holder | $619 | $6,333-90.2% | $5,194-88.1% | $10,886-94.3% |