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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 | $150,154 | $60,139+149.7% | $90,461+66.0% | $79,856+88.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.40% | 71.96%-52.6pp | 1294.76%-1275.4pp | 31.71%-12.3pp |
| Employer contribution / active EE | $10,030 | $2,069+384.8% | $3,264+207.3% | $2,471+305.9% |
| Participant deferral / active EE | $10,763 | $2,939+266.2% | $3,964+171.5% | $3,741+187.7% |
| Admin fee / account holder | $12,673 | $3,978+218.5% | $5,617+125.6% | $5,306+138.8% |