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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 | $72,670 | $117,895-38.4% | $102,460-29.1% | $145,897-50.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 137.85% | 31.92%+105.9pp | 29.47%+108.4pp | 552.29%-414.4pp |
| Employer contribution / active EE | $12,898 | $3,619+256.4% | $3,025+326.4% | $4,663+176.6% |
| Participant deferral / active EE | $8,877 | $5,736+54.8% | $5,056+75.6% | $6,689+32.7% |
| Admin fee / account holder | $11,328 | $13,353-15.2% | $9,460+19.7% | $13,390-15.4% |