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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 | $224,214 | $102,422+118.9% | $147,117+52.4% | $80,959+176.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.72% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $12,519 | $3,717+236.8% | $4,932+153.8% | $2,757+354.1% |
| Participant deferral / active EE | $6,149 | $6,652-7.6% | $8,065-23.7% | $4,300+43.0% |
| Admin fee / account holder | $39,547 | $7,953+397.2% | $12,993+204.4% | $6,925+471.0% |