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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 | $121,505 | $106,008+14.6% | $92,240+31.7% | $147,586-17.7% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 12.91% | 50.05%-37.1pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $13,273 | $4,333+206.3% | $3,680+260.7% | $4,876+172.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,263 | $6,333+62.0% | $5,194+97.6% | $10,886-5.7% |