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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 | $212,766 | $100,938+110.8% | $90,461+135.2% | $158,982+33.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.27% | 1727.20%-1715.9pp | 1294.76%-1283.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $7,983 | $3,691+116.3% | $3,264+144.6% | $4,763+67.6% |
| Participant deferral / active EE | $10,000 | $4,350+129.9% | $3,964+152.2% | $5,983+67.1% |
| Admin fee / account holder | $68,193 | $6,510+947.6% | $5,617+1114.1% | $11,252+506.1% |