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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 | $93,392 | $109,411-14.6% | $89,435+4.4% | $158,982-41.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.44% | 345.68%-335.2pp | 245.55%-235.1pp | 302.99%-292.6pp |
| Employer contribution / active EE | $3,733 | $3,173+17.7% | $2,587+44.3% | $4,763-21.6% |
| Participant deferral / active EE | $9,169 | $4,600+99.3% | $3,890+135.7% | $5,983+53.2% |
| Admin fee / account holder | $46,673 | $6,159+657.8% | $4,884+855.6% | $11,252+314.8% |