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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 | $138,577 | $90,614+52.9% | $76,089+82.1% | $145,877-5.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 623.80%-614.1pp | 360.94%-351.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $5,426 | $3,324+63.2% | $2,690+101.7% | $4,663+16.4% |
| Participant deferral / active EE | $8,114 | $5,168+57.0% | $4,259+90.5% | $6,691+21.3% |
| Admin fee / account holder | $4,871 | $8,376-41.8% | $6,418-24.1% | $13,402-63.7% |