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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 | $241,513 | $91,536+163.8% | $130,062+85.7% | $75,177+221.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.66% | -631.62%+645.3pp | -137.37%+151.0pp | 160.75%-147.1pp |
| Employer contribution / active EE | $10,417 | $2,845+266.1% | $4,322+141.0% | $2,671+290.0% |
| Participant deferral / active EE | $11,264 | $4,343+159.4% | $5,821+93.5% | $4,126+173.0% |
| Admin fee / account holder | $16,674 | $6,780+146.0% | $10,601+57.3% | $5,651+195.1% |