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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 | $209,417 | $83,337+151.3% | $67,834+208.7% | $273,972-23.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.06% | 259.45%-252.4pp | 138.47%-131.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $29,000 | $3,287+782.2% | $2,403+1106.6% | $4,869+495.6% |
| Participant deferral / active EE | $24,000 | $4,088+487.1% | $3,160+659.6% | $5,287+353.9% |
| Admin fee / account holder | $565,627 | $6,752+8277.3% | $4,622+12137.0% | $10,133+5482.2% |