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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 | $209,501 | $102,393+104.6% | $147,041+42.5% | $80,911+158.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.49% | 134.95%-118.5pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $5,868 | $3,715+57.9% | $4,935+18.9% | $2,756+112.9% |
| Participant deferral / active EE | $11,817 | $6,647+77.8% | $8,071+46.4% | $4,297+175.0% |
| Admin fee / account holder | $31,750 | $7,943+299.7% | $13,006+144.1% | $6,935+357.9% |