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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 | $162,529-30.8% | $130,788-14.1% | $154,746-27.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.24% | 510.48%-500.2pp | 386.44%-376.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $8,136 | $4,447+82.9% | $3,558+128.7% | $4,379+85.8% |
| Participant deferral / active EE | $10,167 | $4,808+111.5% | $4,137+145.8% | $6,730+51.1% |
| Admin fee / account holder | $51,955 | $7,669+577.5% | $6,673+678.6% | $14,365+261.7% |