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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 | $117,913 | $106,008+11.2% | $92,240+27.8% | $147,586-20.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.13% | 50.05%-33.9pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $7,629 | $4,333+76.0% | $3,680+107.3% | $4,876+56.4% |
| Participant deferral / active EE | $4,881 | $4,478+9.0% | $3,897+25.3% | $5,439-10.2% |
| Admin fee / account holder | $1,446 | $6,333-77.2% | $5,194-72.2% | $10,886-86.7% |