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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 | $108,911+71.7% | $100,392+86.3% | $145,884+28.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 58.23%-46.9pp | 49.45%-38.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $7,730 | $4,420+74.9% | $3,941+96.1% | $4,662+65.8% |
| Participant deferral / active EE | $9,872 | $8,459+16.7% | $8,090+22.0% | $6,690+47.6% |
| Admin fee / account holder | $58,285 | $9,698+501.0% | $7,904+637.4% | $13,392+335.2% |