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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 | $208,241 | $102,382+103.4% | $147,005+41.7% | $80,874+157.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.40% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $3,516 | $3,715-5.3% | $4,934-28.7% | $2,756+27.6% |
| Participant deferral / active EE | $16,208 | $6,646+143.9% | $8,070+100.9% | $4,297+277.2% |
| Admin fee / account holder | $25,230 | $7,942+217.7% | $13,006+94.0% | $6,935+263.8% |