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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 | $128,424 | $63,346+102.7% | $92,240+39.2% | $70,126+83.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.23% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $6,615 | $2,471+167.7% | $3,680+79.8% | $2,343+182.4% |
| Participant deferral / active EE | $6,395 | $2,854+124.1% | $3,897+64.1% | $3,332+91.9% |
| Admin fee / account holder | $527 | $3,841-86.3% | $5,194-89.9% | $4,645-88.7% |