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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 | $153,686 | $98,776+55.6% | $149,745+2.6% | $79,856+92.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,004 | $3,217+86.6% | $4,646+29.2% | $2,471+143.0% |
| Participant deferral / active EE | $8,628 | $5,681+51.9% | $6,843+26.1% | $3,741+130.7% |
| Admin fee / account holder | $137,712 | $6,053+2175.2% | $9,312+1378.9% | $5,306+2495.2% |