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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 | $132,686 | $114,093+16.3% | $96,171+38.0% | $167,536-20.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.08% | 190.00%-173.9pp | 192.04%-176.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $8,495 | $3,429+147.7% | $2,799+203.5% | $4,839+75.6% |
| Participant deferral / active EE | $14,803 | $5,197+184.9% | $4,350+240.3% | $6,342+133.4% |
| Admin fee / account holder | $1,313 | $6,899-81.0% | $5,538-76.3% | $12,315-89.3% |