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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 | $207,838 | $75,828+174.1% | $147,617+40.8% | $59,632+248.5% |
| Participation rate | 90.9% | 71.6%+19.3pp | 84.6%+6.3pp | 68.7%+22.2pp |
| Annual return | 0.54% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $20,027 | $3,485+474.7% | $5,565+259.9% | $2,203+809.2% |
| Participant deferral / active EE | $16,399 | $3,130+423.9% | $4,895+235.0% | $3,192+413.8% |
| Admin fee / account holder | $12,988 | $5,985+117.0% | $11,611+11.9% | $4,297+202.2% |