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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 | $195,184 | $99,079+97.0% | $78,002+150.2% | $273,972-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.54% | 217.93%-209.4pp | 425.99%-417.4pp | 41.46%-32.9pp |
| Employer contribution / active EE | $15,940 | $3,308+381.9% | $2,470+545.3% | $4,869+227.4% |
| Participant deferral / active EE | $16,982 | $4,306+294.3% | $3,497+385.6% | $5,287+221.2% |
| Admin fee / account holder | $131,967 | $8,954+1373.8% | $5,481+2307.8% | $10,133+1202.4% |