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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 | $156,111 | $103,008+51.6% | $90,304+72.9% | $152,897+2.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.51% | 95.22%-64.7pp | 78.13%-47.6pp | 345.43%-314.9pp |
| Employer contribution / active EE | $44,654 | $3,139+1322.4% | $2,855+1464.1% | $4,764+837.4% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.5% | $5,851+327.3% |
| Admin fee / account holder | $22,500 | $6,175+264.4% | $5,354+320.3% | $11,599+94.0% |