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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 | $127,570 | $104,937+21.6% | $84,628+50.7% | $152,897-16.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 82.92% | 373.88%-291.0pp | 258.80%-175.9pp | 345.43%-262.5pp |
| Employer contribution / active EE | $10,441 | $3,303+216.1% | $2,653+293.6% | $4,764+119.2% |
| Participant deferral / active EE | $8,536 | $4,690+82.0% | $3,900+118.9% | $5,851+45.9% |
| Admin fee / account holder | $821 | $6,243-86.9% | $4,914-83.3% | $11,599-92.9% |