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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 | $183,595 | $102,393+79.3% | $147,041+24.9% | $80,911+126.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.25% | 134.95%-118.7pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $33,806 | $3,715+809.9% | $4,935+585.0% | $2,756+1126.7% |
| Participant deferral / active EE | $11,938 | $6,647+79.6% | $8,071+47.9% | $4,297+177.8% |
| Admin fee / account holder | $819 | $7,943-89.7% | $13,006-93.7% | $6,935-88.2% |