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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 | $130,988 | $106,905+22.5% | $84,020+55.9% | $152,885-14.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.95% | 105.00%-85.0pp | 71.31%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $5,493 | $2,735+100.9% | $1,984+176.9% | $4,763+15.3% |
| Participant deferral / active EE | $5,863 | $4,012+46.1% | $3,239+81.0% | $5,851+0.2% |
| Admin fee / account holder | $851 | $8,287-89.7% | $6,101-86.0% | $11,598-92.7% |