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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 | $107,571 | $96,691+11.3% | $86,656+24.1% | $139,487-22.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.60% | 106.87%-94.3pp | 593.09%-580.5pp | 373.84%-361.2pp |
| Employer contribution / active EE | $19,530 | $3,267+497.8% | $3,025+545.5% | $4,755+310.8% |
| Participant deferral / active EE | $12,553 | $4,838+159.5% | $4,439+182.8% | $6,713+87.0% |
| Admin fee / account holder | $91,957 | $6,414+1333.6% | $5,619+1536.6% | $11,407+706.1% |