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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 | $151,259 | $98,766+53.1% | $149,730+1.0% | $79,852+89.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.15% | 27.43%-8.3pp | 276.70%-257.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $4,123 | $3,217+28.2% | $4,645-11.2% | $2,471+66.8% |
| Participant deferral / active EE | $13,923 | $5,681+145.1% | $6,843+103.5% | $3,740+272.2% |
| Admin fee / account holder | $16,847 | $6,052+178.4% | $9,310+81.0% | $5,306+217.5% |