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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 | $155,727 | $96,691+61.1% | $86,656+79.7% | $139,487+11.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.72% | 106.87%-88.2pp | 593.09%-574.4pp | 373.84%-355.1pp |
| Employer contribution / active EE | $9,986 | $3,267+205.7% | $3,025+230.1% | $4,755+110.0% |
| Participant deferral / active EE | $8,977 | $4,838+85.6% | $4,439+102.2% | $6,713+33.7% |
| Admin fee / account holder | $14,075 | $6,414+119.4% | $5,619+150.5% | $11,407+23.4% |