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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 | $234,294 | $88,754+164.0% | $81,820+186.4% | $145,877+60.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.77% | 1031.77%-1022.0pp | 777.93%-768.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $10,035 | $3,085+225.2% | $2,915+244.3% | $4,663+115.2% |
| Participant deferral / active EE | $11,543 | $4,648+148.4% | $4,323+167.0% | $6,691+72.5% |
| Admin fee / account holder | $36,190 | $8,424+329.6% | $7,391+389.7% | $13,402+170.0% |