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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 | $125,471 | $115,814+8.3% | $101,275+23.9% | $158,982-21.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 160.55% | 56.16%+104.4pp | 46.48%+114.1pp | 302.99%-142.4pp |
| Employer contribution / active EE | $12,815 | $4,176+206.9% | $3,660+250.1% | $4,763+169.1% |
| Participant deferral / active EE | $8,000 | $4,958+61.4% | $4,371+83.1% | $5,983+33.7% |
| Admin fee / account holder | $4,708 | $7,249-35.0% | $5,948-20.8% | $11,252-58.2% |