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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 | $218,239 | $100,033+118.2% | $149,716+45.8% | $70,124+211.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.59% | 27.43%-11.8pp | 1501.67%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $11,090 | $3,661+202.9% | $5,444+103.7% | $2,342+373.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,352 | $8,285+133.6% | $11,282+71.5% | $4,645+316.6% |