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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 | $135,030 | $73,546+83.6% | $63,018+114.3% | $147,586-8.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.10% | 175.56%-164.5pp | 87.62%-76.5pp | 578.59%-567.5pp |
| Employer contribution / active EE | $7,390 | $3,324+122.3% | $2,761+167.7% | $4,876+51.5% |
| Participant deferral / active EE | $13,100 | $4,185+213.1% | $3,330+293.4% | $5,439+140.9% |
| Admin fee / account holder | $2,135 | $5,956-64.2% | $3,601-40.7% | $10,886-80.4% |