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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 | $90,603 | $100,938-10.2% | $90,461+0.2% | $158,982-43.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.82% | 1727.20%-1710.4pp | 1294.76%-1277.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $10,470 | $3,691+183.6% | $3,264+220.8% | $4,763+119.8% |
| Participant deferral / active EE | $2,699 | $4,350-37.9% | $3,964-31.9% | $5,983-54.9% |
| Admin fee / account holder | $13,551 | $6,510+108.2% | $5,617+141.3% | $11,252+20.4% |