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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 | $164,004 | $105,145+56.0% | $94,664+73.2% | $139,466+17.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.72% | 38.09%-24.4pp | 156.84%-143.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $11,100 | $4,107+170.2% | $3,673+202.2% | $4,754+133.5% |
| Participant deferral / active EE | $9,092 | $7,599+19.7% | $7,417+22.6% | $6,712+35.5% |
| Admin fee / account holder | $34,690 | $8,972+286.6% | $7,222+380.4% | $11,409+204.1% |