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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 | $220,751 | $91,167+142.1% | $178,498+23.7% | $79,858+176.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $10,859 | $3,255+233.6% | $5,011+116.7% | $2,471+339.5% |
| Participant deferral / active EE | $8,297 | $3,236+156.4% | $5,202+59.5% | $3,740+121.8% |
| Admin fee / account holder | $16,852 | $6,747+149.8% | $13,985+20.5% | $5,306+217.6% |