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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 | $127,944 | $99,079+29.1% | $78,002+64.0% | $273,972-53.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.45% | 217.93%-210.5pp | 425.99%-418.5pp | 41.46%-34.0pp |
| Employer contribution / active EE | $8,874 | $3,308+168.3% | $2,470+259.2% | $4,869+82.3% |
| Participant deferral / active EE | $8,478 | $4,306+96.9% | $3,497+142.4% | $5,287+60.3% |
| Admin fee / account holder | $759 | $8,954-91.5% | $5,481-86.2% | $10,133-92.5% |