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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 | $197,782 | $105,856+86.8% | $90,161+119.4% | $147,586+34.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.45% | 37.63%-19.2pp | 34.89%-16.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,240 | $4,126-21.5% | $3,318-2.4% | $4,876-33.6% |
| Participant deferral / active EE | $16,000 | $5,733+179.1% | $5,287+202.6% | $5,439+194.2% |
| Admin fee / account holder | $23,369 | $8,046+190.4% | $5,943+293.2% | $10,886+114.7% |