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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 | $193,722 | $102,422+89.1% | $147,117+31.7% | $80,959+139.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.92% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $45,459 | $3,717+1122.9% | $4,932+821.6% | $2,757+1548.8% |
| Participant deferral / active EE | $8,034 | $6,652+20.8% | $8,065-0.4% | $4,300+86.8% |
| Admin fee / account holder | $26,080 | $7,953+227.9% | $12,993+100.7% | $6,925+276.6% |