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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 | $96,940 | $65,434+48.1% | $98,483-1.6% | $85,847+12.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.89% | 21.75%-1.9pp | 1494.38%-1474.5pp | 318.61%-298.7pp |
| Employer contribution / active EE | $9,996 | $2,169+360.9% | $2,961+237.6% | $2,565+289.6% |
| Participant deferral / active EE | $9,115 | $3,168+187.8% | $4,276+113.2% | $3,952+130.6% |
| Admin fee / account holder | $10,573 | $4,595+130.1% | $5,953+77.6% | $6,261+68.9% |