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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 | $106,107 | $150,346-29.4% | $120,524-12.0% | $145,877-27.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.55% | 154.40%-142.9pp | 107.36%-95.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $6,319 | $4,353+45.2% | $3,469+82.1% | $4,663+35.5% |
| Participant deferral / active EE | $8,826 | $6,172+43.0% | $4,994+76.8% | $6,691+31.9% |
| Admin fee / account holder | $34,989 | $12,215+186.4% | $9,440+270.7% | $13,402+161.1% |