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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 | $113,785 | $96,691+17.7% | $86,656+31.3% | $139,487-18.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.64% | 106.87%-85.2pp | 593.09%-571.5pp | 373.84%-352.2pp |
| Employer contribution / active EE | $6,609 | $3,267+102.3% | $3,025+118.5% | $4,755+39.0% |
| Participant deferral / active EE | $14,160 | $4,838+192.7% | $4,439+219.0% | $6,713+110.9% |
| Admin fee / account holder | $18,740 | $6,414+192.2% | $5,619+233.5% | $11,407+64.3% |