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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 | $146,095 | $96,691+51.1% | $86,656+68.6% | $139,487+4.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.98% | 106.87%-81.9pp | 593.09%-568.1pp | 373.84%-348.9pp |
| Employer contribution / active EE | $4,285 | $3,267+31.2% | $3,025+41.6% | $4,755-9.9% |
| Participant deferral / active EE | $9,476 | $4,838+95.9% | $4,439+113.5% | $6,713+41.2% |
| Admin fee / account holder | $1,005 | $6,414-84.3% | $5,619-82.1% | $11,407-91.2% |