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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 | $127,053 | $102,595+23.8% | $94,057+35.1% | $154,746-17.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.39% | 583.42%-572.0pp | 480.62%-469.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $35,791 | $3,147+1037.2% | $2,933+1120.3% | $4,379+717.3% |
| Participant deferral / active EE | $22,616 | $5,118+341.9% | $4,709+380.2% | $6,730+236.0% |
| Admin fee / account holder | $119,064 | $7,736+1439.1% | $7,244+1543.5% | $14,365+728.8% |