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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 | $246,073 | $63,346+288.5% | $92,240+166.8% | $70,126+250.9% |
| Participation rate | 98.5% | 68.7%+29.8pp | 76.5%+22.0pp | 69.5%+29.0pp |
| Annual return | 16.79% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $15,881 | $2,471+542.6% | $3,680+331.6% | $2,343+577.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $27,467 | $3,841+615.2% | $5,194+428.8% | $4,645+491.3% |