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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 | $187,048 | $108,897+71.8% | $100,378+86.3% | $145,877+28.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 58.17%-46.8pp | 49.41%-38.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $7,730 | $4,420+74.9% | $3,942+96.1% | $4,663+65.8% |
| Participant deferral / active EE | $9,872 | $8,455+16.8% | $8,087+22.1% | $6,691+47.5% |
| Admin fee / account holder | $58,285 | $9,690+501.5% | $7,899+637.9% | $13,402+334.9% |