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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 | $128,463 | $105,856+21.4% | $90,161+42.5% | $147,586-13.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 158.03% | 37.63%+120.4pp | 34.89%+123.1pp | 578.59%-420.6pp |
| Employer contribution / active EE | $1,820 | $4,126-55.9% | $3,318-45.1% | $4,876-62.7% |
| Participant deferral / active EE | $6,000 | $5,733+4.7% | $5,287+13.5% | $5,439+10.3% |
| Admin fee / account holder | $532 | $8,046-93.4% | $5,943-91.0% | $10,886-95.1% |