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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 | $189,960 | $80,812+135.1% | $160,784+18.1% | $82,448+130.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 17.53% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,586 | $2,174+64.9% | $3,733-3.9% | $2,551+40.6% |
| Participant deferral / active EE | $10,734 | $4,335+147.6% | $6,293+70.6% | $4,139+159.3% |
| Admin fee / account holder | $30,247 | $7,695+293.1% | $9,717+211.3% | $7,234+318.1% |