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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 | $123,424 | $96,691+27.6% | $86,656+42.4% | $139,487-11.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.24% | 106.87%-95.6pp | 593.09%-581.8pp | 373.84%-362.6pp |
| Employer contribution / active EE | $9,467 | $3,267+189.8% | $3,025+212.9% | $4,755+99.1% |
| Participant deferral / active EE | $8,845 | $4,838+82.8% | $4,439+99.3% | $6,713+31.8% |
| Admin fee / account holder | $4,897 | $6,414-23.6% | $5,619-12.8% | $11,407-57.1% |