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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 | $196,962 | $85,766+129.6% | $136,298+44.5% | $70,126+180.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.32% | 31.46%-17.1pp | 5156.27%-5142.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $3,354 | $2,966+13.1% | $4,696-28.6% | $2,343+43.2% |
| Participant deferral / active EE | $6,512 | $5,051+28.9% | $6,247+4.2% | $3,332+95.4% |
| Admin fee / account holder | $36,853 | $5,421+579.9% | $9,244+298.7% | $4,645+693.3% |