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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 | $244,729 | $63,346+286.3% | $92,240+165.3% | $70,126+249.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.81% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $8,065 | $2,471+226.3% | $3,680+119.2% | $2,343+244.3% |
| Participant deferral / active EE | $7,463 | $2,854+161.5% | $3,897+91.5% | $3,332+124.0% |
| Admin fee / account holder | $7,835 | $3,841+104.0% | $5,194+50.8% | $4,645+68.7% |