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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 | $112,400 | $149,040-24.6% | $120,225-6.5% | $137,256-18.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.24% | 605.68%-595.4pp | 439.23%-429.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $8,136 | $4,350+87.0% | $3,475+134.1% | $4,156+95.8% |
| Participant deferral / active EE | $10,167 | $4,655+118.4% | $3,999+154.3% | $6,407+58.7% |
| Admin fee / account holder | $51,955 | $6,348+718.5% | $5,696+812.1% | $12,270+323.4% |