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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 | $137,103 | $114,093+20.2% | $96,171+42.6% | $167,536-18.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.90% | 190.00%-175.1pp | 192.04%-177.1pp | 478.82%-463.9pp |
| Employer contribution / active EE | $7,567 | $3,429+120.6% | $2,799+170.4% | $4,839+56.4% |
| Participant deferral / active EE | $3,845 | $5,197-26.0% | $4,350-11.6% | $6,342-39.4% |
| Admin fee / account holder | $20,250 | $6,899+193.5% | $5,538+265.6% | $12,315+64.4% |