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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 | $116,403 | $135,645-14.2% | $110,243+5.6% | $135,379-14.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 14.69% | 513.24%-498.5pp | 314.76%-300.1pp | 519.79%-505.1pp |
| Employer contribution / active EE | $8,019 | $4,907+63.4% | $3,827+109.6% | $4,779+67.8% |
| Participant deferral / active EE | $6,131 | $5,507+11.3% | $4,672+31.2% | $5,609+9.3% |
| Admin fee / account holder | $65,869 | $11,458+474.9% | $8,548+670.6% | $10,828+508.3% |