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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 | $35,392 | $175,257-79.8% | $149,717-76.4% | $139,456-74.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.94% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,740 | $6,521+64.7% | $5,682+89.0% | $6,711+60.0% |
| Admin fee / account holder | $34,416 | $16,156+113.0% | $13,213+160.5% | $11,407+201.7% |