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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 | $109,999 | $149,040-26.2% | $120,225-8.5% | $137,256-19.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.00% | 605.68%-592.7pp | 439.23%-426.2pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,051 | $4,350+16.1% | $3,475+45.3% | $4,156+21.5% |
| Participant deferral / active EE | $10,333 | $4,655+122.0% | $3,999+158.4% | $6,407+61.3% |
| Admin fee / account holder | $65,365 | $6,348+929.7% | $5,696+1047.5% | $12,270+432.7% |