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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 | $219,722 | $70,121+213.3% | $63,803+244.4% | $138,895+58.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 28.03% | 946.48%-918.5pp | 543.72%-515.7pp | 145.39%-117.4pp |
| Employer contribution / active EE | $2,000 | $2,882-30.6% | $2,532-21.0% | $4,194-52.3% |
| Participant deferral / active EE | $18,333 | $4,535+304.2% | $3,843+377.0% | $6,396+186.6% |
| Admin fee / account holder | $119,533 | $6,738+1674.1% | $5,196+2200.3% | $12,562+851.5% |