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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 | $171,222 | $138,076+24.0% | $123,553+38.6% | $135,380+26.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.39% | 153.70%-144.3pp | 119.21%-109.8pp | 519.81%-510.4pp |
| Employer contribution / active EE | $16,148 | $5,152+213.4% | $4,628+248.9% | $4,779+237.9% |
| Participant deferral / active EE | $11,170 | $6,800+64.3% | $6,426+73.8% | $5,609+99.1% |
| Admin fee / account holder | $50,394 | $10,917+361.6% | $9,284+442.8% | $10,828+365.4% |