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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 | $136,250 | $95,580+42.6% | $76,872+77.2% | $139,466-2.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.61% | 55.00%-39.4pp | 37.90%-22.3pp | 373.66%-358.1pp |
| Employer contribution / active EE | $6,637 | $3,145+111.0% | $2,533+162.0% | $4,754+39.6% |
| Participant deferral / active EE | $5,550 | $4,623+20.1% | $3,832+44.8% | $6,712-17.3% |
| Admin fee / account holder | $17,785 | $8,302+114.2% | $5,476+224.8% | $11,409+55.9% |