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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 | $22,339 | $104,937-78.7% | $84,628-73.6% | $152,897-85.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 48.08% | 373.88%-325.8pp | 258.80%-210.7pp | 345.43%-297.4pp |
| Employer contribution / active EE | $7,201 | $3,303+118.0% | $2,653+171.4% | $4,764+51.2% |
| Participant deferral / active EE | $4,314 | $4,690-8.0% | $3,900+10.6% | $5,851-26.3% |
| Admin fee / account holder | $126,490 | $6,243+1926.0% | $4,914+2474.2% | $11,599+990.5% |