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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 | $223,176 | $102,385+118.0% | $147,080+51.7% | $80,935+175.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 15.03% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,575 | $6,651+209.4% | $8,066+155.1% | $4,299+378.5% |
| Admin fee / account holder | $20,575 | $7,951+158.8% | $12,989+58.4% | $6,924+197.1% |