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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 | $143,004 | $110,093+29.9% | $97,295+47.0% | $145,897-2.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.59% | 244.76%-234.2pp | 75.62%-65.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $11,111 | $3,077+261.1% | $2,723+308.1% | $4,663+138.3% |
| Participant deferral / active EE | $2,914 | $4,678-37.7% | $4,264-31.7% | $6,689-56.4% |
| Admin fee / account holder | $99,899 | $6,212+1508.0% | $5,646+1669.2% | $13,390+646.0% |