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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 | $226,428 | $108,897+107.9% | $100,378+125.6% | $145,877+55.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 58.17%-38.3pp | 49.41%-29.5pp | 551.28%-531.4pp |
| Employer contribution / active EE | $3,225 | $4,420-27.0% | $3,942-18.2% | $4,663-30.8% |
| Participant deferral / active EE | $21,558 | $8,455+155.0% | $8,087+166.6% | $6,691+222.2% |
| Admin fee / account holder | $103,329 | $9,690+966.4% | $7,899+1208.1% | $13,402+671.0% |