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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 | $190,083 | $156,970+21.1% | $121,210+56.8% | $139,487+36.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 1477.10%-1467.8pp | 987.41%-978.1pp | 373.84%-364.5pp |
| Employer contribution / active EE | $3,110 | $5,546-43.9% | $4,171-25.4% | $4,755-34.6% |
| Participant deferral / active EE | $8,369 | $4,849+72.6% | $4,084+105.0% | $6,713+24.7% |
| Admin fee / account holder | $3,585 | $6,947-48.4% | $5,647-36.5% | $11,407-68.6% |