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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 | $235,375 | $100,203+134.9% | $85,240+176.1% | $145,897+61.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.43% | 84.28%-55.9pp | 66.75%-38.3pp | 552.29%-523.9pp |
| Employer contribution / active EE | $6,011 | $3,242+85.4% | $2,735+119.8% | $4,663+28.9% |
| Participant deferral / active EE | $15,027 | $5,299+183.6% | $4,527+231.9% | $6,689+124.6% |
| Admin fee / account holder | $98,951 | $7,265+1262.0% | $6,165+1505.1% | $13,390+639.0% |