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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 | $233,563 | $102,382+128.1% | $147,005+58.9% | $80,874+188.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.18% | 134.89%-115.7pp | 418.76%-399.6pp | 35.62%-16.4pp |
| Employer contribution / active EE | $4,019 | $3,715+8.2% | $4,934-18.6% | $2,756+45.8% |
| Participant deferral / active EE | $13,958 | $6,646+110.0% | $8,070+73.0% | $4,297+224.8% |
| Admin fee / account holder | $776 | $7,942-90.2% | $13,006-94.0% | $6,935-88.8% |