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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 | $86,737 | $107,941-19.6% | $91,994-5.7% | $152,897-43.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.22% | 89.28%-71.1pp | 69.04%-50.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $12,268 | $4,212+191.3% | $3,453+255.3% | $4,764+157.5% |
| Participant deferral / active EE | $10,368 | $6,366+62.9% | $5,924+75.0% | $5,851+77.2% |
| Admin fee / account holder | $33,210 | $10,521+215.7% | $7,744+328.9% | $11,599+186.3% |