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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 | $140,230 | $56,134+149.8% | $96,171+45.8% | $85,847+63.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.03% | 42.30%-26.3pp | 192.04%-176.0pp | 318.61%-302.6pp |
| Employer contribution / active EE | $11,156 | $1,620+588.6% | $2,799+298.6% | $2,565+334.9% |
| Participant deferral / active EE | $13,607 | $2,858+376.2% | $4,350+212.8% | $3,952+244.3% |
| Admin fee / account holder | $2,668 | $3,769-29.2% | $5,538-51.8% | $6,261-57.4% |