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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 | $195,709 | $75,828+158.1% | $147,617+32.6% | $59,632+228.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 4.17% | 0.37%+3.8pp | 61.98%-57.8pp | 2041.32%-2037.2pp |
| Employer contribution / active EE | $6,759 | $3,485+94.0% | $5,565+21.5% | $2,203+206.9% |
| Participant deferral / active EE | $4,792 | $3,130+53.1% | $4,895-2.1% | $3,192+50.1% |
| Admin fee / account holder | $8,360 | $5,985+39.7% | $11,611-28.0% | $4,297+94.5% |