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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 | $216,498 | $91,537+136.5% | $130,045+66.5% | $75,173+188.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 34.43% | -631.55%+666.0pp | -137.30%+171.7pp | 160.72%-126.3pp |
| Employer contribution / active EE | $10,232 | $2,845+259.7% | $4,321+136.8% | $2,671+283.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $31,274 | $6,780+361.3% | $10,600+195.0% | $5,651+453.5% |