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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 | $101,308 | $96,678+4.8% | $86,640+16.9% | $139,466-27.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.40% | 106.69%-90.3pp | 592.52%-576.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $8,162 | $3,265+149.9% | $3,024+169.9% | $4,754+71.7% |
| Participant deferral / active EE | $9,910 | $4,837+104.9% | $4,438+123.3% | $6,712+47.7% |
| Admin fee / account holder | $12,494 | $6,410+94.9% | $5,616+122.5% | $11,409+9.5% |