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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 | $91,086+163.7% | $203,872+17.8% | $86,983+176.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 16.68% | 22.30%-5.6pp | 85.11%-68.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $28,966 | $2,063+1303.9% | $3,757+670.9% | $2,584+1020.8% |
| Participant deferral / active EE | $5,526 | $4,019+37.5% | $6,388-13.5% | $4,194+31.8% |
| Admin fee / account holder | $40,571 | $8,987+351.4% | $11,730+245.9% | $7,856+416.4% |