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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 | $158,943 | $80,812+96.7% | $160,784-1.1% | $82,448+92.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.23% | 100.59%-85.4pp | 1803.92%-1788.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,882 | $2,174+170.6% | $3,733+57.6% | $2,551+130.6% |
| Participant deferral / active EE | $8,868 | $4,335+104.6% | $6,293+40.9% | $4,139+114.2% |
| Admin fee / account holder | $18,679 | $7,695+142.7% | $9,717+92.2% | $7,234+158.2% |