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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 | $241,598 | $102,385+136.0% | $147,080+64.3% | $80,935+198.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.83% | 135.09%-116.3pp | 420.17%-401.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $52,129 | $3,717+1302.5% | $4,933+956.7% | $2,757+1791.0% |
| Participant deferral / active EE | $4,000 | $6,651-39.9% | $8,066-50.4% | $4,299-7.0% |
| Admin fee / account holder | $20,815 | $7,951+161.8% | $12,989+60.3% | $6,924+200.6% |