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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 | $231,044 | $107,941+114.0% | $91,994+151.1% | $152,909+51.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.11% | 89.28%-74.2pp | 69.04%-53.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $9,379 | $4,212+122.7% | $3,453+171.6% | $4,764+96.9% |
| Participant deferral / active EE | $3,000 | $6,366-52.9% | $5,924-49.4% | $5,851-48.7% |
| Admin fee / account holder | $158,209 | $10,521+1403.7% | $7,744+1943.0% | $11,601+1263.8% |