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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 | $234,190-52.0% | $180,320-37.7% | $198,609-43.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 10.24% | 1057.44%-1047.2pp | 778.54%-768.3pp | 202.70%-192.5pp |
| Employer contribution / active EE | $8,136 | $5,258+54.8% | $4,108+98.1% | $5,055+60.9% |
| Participant deferral / active EE | $10,167 | $4,988+103.8% | $4,304+136.2% | $6,977+45.7% |
| Admin fee / account holder | $51,955 | $12,558+313.7% | $10,000+419.5% | $19,030+173.0% |