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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 | $82,017 | $135,645-39.5% | $110,243-25.6% | $135,380-39.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.98% | 513.24%-504.3pp | 314.76%-305.8pp | 519.81%-510.8pp |
| Employer contribution / active EE | $10,927 | $4,907+122.7% | $3,827+185.5% | $4,779+128.7% |
| Participant deferral / active EE | $4,575 | $5,507-16.9% | $4,672-2.1% | $5,609-18.4% |
| Admin fee / account holder | $47,645 | $11,458+315.8% | $8,548+457.4% | $10,828+340.0% |