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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 | $160,648 | $150,435+6.8% | $120,580+33.2% | $145,897+10.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 16.28% | 154.60%-138.3pp | 107.48%-91.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $8,486 | $4,352+95.0% | $3,469+144.6% | $4,663+82.0% |
| Participant deferral / active EE | $12,185 | $6,174+97.4% | $4,995+143.9% | $6,689+82.2% |
| Admin fee / account holder | $484 | $12,182-96.0% | $9,418-94.9% | $13,390-96.4% |