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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 | $152,748 | $112,131+36.2% | $95,964+59.2% | $158,982-3.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.44% | 171.19%-163.7pp | 91.64%-84.2pp | 302.99%-295.5pp |
| Employer contribution / active EE | $12,500 | $3,199+290.7% | $2,541+391.9% | $4,763+162.4% |
| Participant deferral / active EE | $4,967 | $4,784+3.8% | $4,167+19.2% | $5,983-17.0% |
| Admin fee / account holder | $72,181 | $10,136+612.1% | $6,797+961.9% | $11,252+541.5% |