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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 | $87,336 | $73,518+18.8% | $63,005+38.6% | $147,585-40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.79% | 175.46%-159.7pp | 87.59%-71.8pp | 578.58%-562.8pp |
| Employer contribution / active EE | $9,648 | $3,322+190.4% | $2,760+249.5% | $4,876+97.8% |
| Participant deferral / active EE | $7,654 | $4,183+83.0% | $3,329+129.9% | $5,439+40.7% |
| Admin fee / account holder | $11,632 | $5,952+95.4% | $3,599+223.2% | $10,886+6.9% |