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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 | $134,039 | $85,790+56.2% | $67,313+99.1% | $135,380-1.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 140.07% | -0.54%+140.6pp | -4.08%+144.2pp | 519.81%-379.7pp |
| Employer contribution / active EE | $3,231 | $3,487-7.3% | $2,566+25.9% | $4,779-32.4% |
| Participant deferral / active EE | $4,474 | $4,651-3.8% | $3,568+25.4% | $5,609-20.2% |
| Admin fee / account holder | $1,182 | $6,392-81.5% | $4,507-73.8% | $10,828-89.1% |