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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 | $88,237 | $104,953-15.9% | $84,637+4.3% | $152,909-42.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.96% | 373.94%-349.0pp | 258.82%-233.9pp | 345.46%-320.5pp |
| Employer contribution / active EE | $10,939 | $3,304+231.1% | $2,653+312.3% | $4,764+129.6% |
| Participant deferral / active EE | $7,213 | $4,691+53.8% | $3,900+84.9% | $5,851+23.3% |
| Admin fee / account holder | $10,332 | $6,244+65.5% | $4,914+110.2% | $11,601-10.9% |