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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 | $115,206 | $106,001+8.7% | $92,235+24.9% | $147,585-21.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.93% | 50.05%-35.1pp | 176.28%-161.4pp | 578.56%-563.6pp |
| Employer contribution / active EE | $10,199 | $4,333+135.4% | $3,679+177.2% | $4,876+109.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,165 | $6,332+107.9% | $5,194+153.5% | $10,885+20.9% |