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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 | $90,695 | $111,785-18.9% | $93,669-3.2% | $145,877-37.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 35.69% | 203.79%-168.1pp | 133.59%-97.9pp | 551.28%-515.6pp |
| Employer contribution / active EE | $9,121 | $3,096+194.6% | $2,424+276.3% | $4,663+95.6% |
| Participant deferral / active EE | $13,401 | $4,919+172.4% | $4,416+203.5% | $6,691+100.3% |
| Admin fee / account holder | $31,401 | $10,256+206.2% | $8,291+278.7% | $13,402+134.3% |