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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 | $138,225 | $67,396+105.1% | $60,919+126.9% | $134,545+2.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 5.32% | 50.12%-44.8pp | 16.96%-11.6pp | 418.37%-413.1pp |
| Employer contribution / active EE | $5,873 | $3,101+89.4% | $2,704+117.2% | $4,742+23.9% |
| Participant deferral / active EE | $5,170 | $4,534+14.0% | $3,814+35.5% | $6,401-19.2% |
| Admin fee / account holder | $8,360 | $4,590+82.1% | $3,228+159.0% | $11,431-26.9% |