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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 | $50,119 | $90,530-44.6% | $76,030-34.1% | $145,897-65.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.58% | 625.08%-612.5pp | 361.54%-349.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $8,678 | $3,319+161.4% | $2,688+222.9% | $4,663+86.1% |
| Participant deferral / active EE | $26,505 | $5,164+413.2% | $4,257+522.6% | $6,689+296.2% |
| Admin fee / account holder | $132,235 | $8,383+1477.4% | $6,421+1959.6% | $13,390+887.5% |