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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 | $155,483 | $63,346+145.5% | $92,240+68.6% | $70,126+121.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.86% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $17,379 | $2,471+603.2% | $3,680+372.3% | $2,343+641.9% |
| Participant deferral / active EE | $7,740 | $2,854+171.2% | $3,897+98.6% | $3,332+132.3% |
| Admin fee / account holder | $12,904 | $3,841+236.0% | $5,194+148.4% | $4,645+177.8% |