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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 | $240,207 | $80,812+197.2% | $160,784+49.4% | $82,448+191.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 16.68% | 100.59%-83.9pp | 1803.92%-1787.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $28,966 | $2,174+1232.5% | $3,733+676.0% | $2,551+1035.5% |
| Participant deferral / active EE | $5,526 | $4,335+27.5% | $6,293-12.2% | $4,139+33.5% |
| Admin fee / account holder | $40,571 | $7,695+427.2% | $9,717+317.5% | $7,234+460.8% |