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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 | $136,083 | $100,938+34.8% | $90,461+50.4% | $158,982-14.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.05% | 1727.20%-1717.2pp | 1294.76%-1284.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $34,729 | $3,691+840.8% | $3,264+964.0% | $4,763+629.2% |
| Participant deferral / active EE | $5,998 | $4,350+37.9% | $3,964+51.3% | $5,983+0.2% |
| Admin fee / account holder | $70,993 | $6,510+990.6% | $5,617+1164.0% | $11,252+531.0% |