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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 | $148,189 | $60,139+146.4% | $90,461+63.8% | $79,856+85.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.82% | 71.96%-59.1pp | 1294.76%-1281.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,323 | $2,069+254.0% | $3,264+124.4% | $2,471+196.3% |
| Participant deferral / active EE | $7,057 | $2,939+140.1% | $3,964+78.0% | $3,741+88.6% |
| Admin fee / account holder | $10,762 | $3,978+170.5% | $5,617+91.6% | $5,306+102.8% |