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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 | $129,889 | $73,546+76.6% | $63,018+106.1% | $147,586-12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.26% | 175.56%-158.3pp | 87.62%-70.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,839 | $3,324+15.5% | $2,761+39.1% | $4,876-21.3% |
| Participant deferral / active EE | $8,681 | $4,185+107.5% | $3,330+160.7% | $5,439+59.6% |
| Admin fee / account holder | $7,598 | $5,956+27.6% | $3,601+111.0% | $10,886-30.2% |