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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 | $133,793 | $111,785+19.7% | $93,669+42.8% | $145,877-8.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.19% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $9,823 | $3,096+217.3% | $2,424+305.3% | $4,663+110.7% |
| Participant deferral / active EE | $21,127 | $4,919+329.5% | $4,416+378.4% | $6,691+215.8% |
| Admin fee / account holder | $363 | $10,256-96.5% | $8,291-95.6% | $13,402-97.3% |