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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 | $142,638 | $150,412-5.2% | $120,574+18.3% | $145,884-2.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.79% | 154.50%-140.7pp | 107.42%-93.6pp | 551.85%-538.1pp |
| Employer contribution / active EE | $10,924 | $4,355+150.9% | $3,471+214.8% | $4,662+134.3% |
| Participant deferral / active EE | $7,229 | $6,175+17.1% | $4,996+44.7% | $6,690+8.1% |
| Admin fee / account holder | $1,500 | $12,224-87.7% | $9,445-84.1% | $13,392-88.8% |