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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 | $128,136 | $68,398+87.3% | $94,664+35.4% | $75,173+70.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 85.90% | 616.72%-530.8pp | 156.84%-70.9pp | 160.72%-74.8pp |
| Employer contribution / active EE | $2,841 | $2,701+5.2% | $3,673-22.7% | $2,671+6.4% |
| Participant deferral / active EE | $8,634 | $6,537+32.1% | $7,417+16.4% | $4,126+109.2% |
| Admin fee / account holder | $11,959 | $5,324+124.6% | $7,222+65.6% | $5,651+111.6% |