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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 | $90,691+52.8% | $76,119+82.1% | $145,884-5.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 624.52%-614.8pp | 361.25%-351.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $5,426 | $3,329+63.0% | $2,693+101.5% | $4,662+16.4% |
| Participant deferral / active EE | $8,114 | $5,167+57.0% | $4,259+90.5% | $6,690+21.3% |
| Admin fee / account holder | $4,871 | $8,383-41.9% | $6,421-24.1% | $13,392-63.6% |