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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 | $181,441 | $118,919+52.6% | $88,538+104.9% | $152,897+18.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 15.86% | 47.92%-32.1pp | 43.64%-27.8pp | 345.43%-329.6pp |
| Employer contribution / active EE | $20,854 | $2,669+681.4% | $2,098+893.9% | $4,764+337.8% |
| Participant deferral / active EE | $17,083 | $3,549+381.4% | $2,914+486.2% | $5,851+192.0% |
| Admin fee / account holder | $833 | $5,876-85.8% | $4,310-80.7% | $11,599-92.8% |