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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 | $229,782 | $100,139+129.5% | $85,187+169.7% | $145,884+57.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 84.15%-69.7pp | 66.67%-52.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $15,700 | $3,238+384.9% | $2,732+474.6% | $4,662+236.7% |
| Participant deferral / active EE | $68,000 | $5,296+1184.1% | $4,525+1402.8% | $6,690+916.5% |
| Admin fee / account holder | $239,292 | $7,262+3195.1% | $6,162+3783.4% | $13,392+1686.8% |