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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 | $132,928 | $102,393+29.8% | $147,041-9.6% | $80,911+64.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.63% | 134.95%-117.3pp | 419.21%-401.6pp | 35.63%-18.0pp |
| Employer contribution / active EE | $3,470 | $3,715-6.6% | $4,935-29.7% | $2,756+25.9% |
| Participant deferral / active EE | $10,771 | $6,647+62.0% | $8,071+33.5% | $4,297+150.6% |
| Admin fee / account holder | $6,203 | $7,943-21.9% | $13,006-52.3% | $6,935-10.6% |