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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 | $106,577 | $96,691+10.2% | $86,656+23.0% | $139,487-23.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.05% | 106.87%-94.8pp | 593.09%-581.0pp | 373.84%-361.8pp |
| Employer contribution / active EE | $10,008 | $3,267+206.3% | $3,025+230.8% | $4,755+110.5% |
| Participant deferral / active EE | $15,024 | $4,838+210.6% | $4,439+238.4% | $6,713+123.8% |
| Admin fee / account holder | $92,566 | $6,414+1343.1% | $5,619+1547.5% | $11,407+711.5% |