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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 | $102,385+89.2% | $147,080+31.7% | $80,935+139.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.92% | 135.09%-117.2pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $45,459 | $3,717+1123.1% | $4,933+821.5% | $2,757+1549.0% |
| Participant deferral / active EE | $8,034 | $6,651+20.8% | $8,066-0.4% | $4,299+86.9% |
| Admin fee / account holder | $26,080 | $7,951+228.0% | $12,989+100.8% | $6,924+276.6% |