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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 | $117,481 | $90,614+29.7% | $76,089+54.4% | $145,877-19.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.56% | 623.80%-614.2pp | 360.94%-351.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $3,637 | $3,324+9.4% | $2,690+35.2% | $4,663-22.0% |
| Participant deferral / active EE | $10,768 | $5,168+108.4% | $4,259+152.8% | $6,691+60.9% |
| Admin fee / account holder | $30,906 | $8,376+269.0% | $6,418+381.6% | $13,402+130.6% |