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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 | $164,556 | $49,199+234.5% | $121,204+35.8% | $75,173+118.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.72% | 56.04%-39.3pp | 987.18%-970.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $4,939 | $1,547+219.2% | $4,170+18.5% | $2,671+84.9% |
| Participant deferral / active EE | $12,623 | $2,630+380.0% | $4,083+209.2% | $4,126+205.9% |
| Admin fee / account holder | $6,790 | $3,946+72.1% | $5,651+20.1% | $5,651+20.2% |