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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 | $180,945 | $209,888-13.8% | $189,545-4.5% | $167,553+8.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.29% | 748.66%-739.4pp | 555.36%-546.1pp | 478.89%-469.6pp |
| Employer contribution / active EE | $10,000 | $6,915+44.6% | $6,162+62.3% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $50,569 | $14,300+253.6% | $12,049+319.7% | $12,316+310.6% |