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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 | $234,999 | $106,918+119.8% | $84,021+179.7% | $152,897+53.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.55% | 105.01%-83.5pp | 71.32%-49.8pp | 345.43%-323.9pp |
| Employer contribution / active EE | $5,333 | $2,735+95.0% | $1,984+168.8% | $4,764+12.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,487 | $8,288+159.3% | $6,102+252.1% | $11,599+85.2% |