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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 | $107,248 | $144,130-25.6% | $117,861-9.0% | $147,586-27.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.77% | 531.20%-519.4pp | 335.11%-323.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $11,364 | $4,897+132.1% | $3,786+200.1% | $4,876+133.0% |
| Participant deferral / active EE | $1,860 | $5,316-65.0% | $4,482-58.5% | $5,439-65.8% |
| Admin fee / account holder | $33,306 | $10,887+205.9% | $8,021+315.3% | $10,886+206.0% |