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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 | $91,524 | $99,079-7.6% | $78,002+17.3% | $273,968-66.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.87% | 217.93%-209.1pp | 425.99%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $19,477 | $3,308+488.9% | $2,470+688.5% | $4,869+300.1% |
| Participant deferral / active EE | $18,620 | $4,306+332.4% | $3,497+432.5% | $5,287+252.2% |
| Admin fee / account holder | $41,790 | $8,954+366.7% | $5,481+662.5% | $10,132+312.4% |