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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 | $136,499 | $226,135-39.6% | $182,558-25.2% | $152,909-10.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.00% | 192.60%-172.6pp | 148.59%-128.6pp | 345.46%-325.5pp |
| Employer contribution / active EE | $9,125 | $4,979+83.3% | $4,076+123.9% | $4,764+91.5% |
| Participant deferral / active EE | $12,750 | $6,371+100.1% | $5,526+130.7% | $5,851+117.9% |
| Admin fee / account holder | $107,123 | $10,707+900.5% | $8,594+1146.5% | $11,601+823.4% |