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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 | $116,103 | $100,203+15.9% | $85,240+36.2% | $145,897-20.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.68% | 84.28%-63.6pp | 66.75%-46.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $8,801 | $3,242+171.5% | $2,735+221.8% | $4,663+88.8% |
| Participant deferral / active EE | $9,649 | $5,299+82.1% | $4,527+113.1% | $6,689+44.2% |
| Admin fee / account holder | $4,051 | $7,265-44.2% | $6,165-34.3% | $13,390-69.7% |