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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 | $133,463 | $109,863+21.5% | $98,477+35.5% | $167,518-20.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.16% | 1958.09%-1945.9pp | 1493.59%-1481.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $8,875 | $3,225+175.2% | $2,961+199.8% | $4,838+83.4% |
| Participant deferral / active EE | $8,875 | $4,673+89.9% | $4,276+107.5% | $6,342+39.9% |
| Admin fee / account holder | $50,760 | $6,755+651.4% | $5,951+753.0% | $12,312+312.3% |