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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 | $241,286 | $102,422+135.6% | $147,117+64.0% | $80,959+198.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.08% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $2,826 | $3,717-24.0% | $4,932-42.7% | $2,757+2.5% |
| Participant deferral / active EE | $15,507 | $6,652+133.1% | $8,065+92.3% | $4,300+260.6% |
| Admin fee / account holder | $36,214 | $7,953+355.3% | $12,993+178.7% | $6,925+422.9% |