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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 | $153,343 | $63,346+142.1% | $92,240+66.2% | $70,126+118.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.54% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $3,590 | $2,471+45.3% | $3,680-2.4% | $2,343+53.3% |
| Participant deferral / active EE | $4,428 | $2,854+55.2% | $3,897+13.6% | $3,332+32.9% |
| Admin fee / account holder | $16,208 | $3,841+322.0% | $5,194+212.0% | $4,645+248.9% |