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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 | $249,242 | $100,060+149.1% | $149,721+66.5% | $70,126+255.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.78% | 27.46%-13.7pp | 1501.67%-1487.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $22,097 | $3,661+503.6% | $5,444+305.9% | $2,343+843.3% |
| Participant deferral / active EE | $19,990 | $4,982+301.2% | $6,568+204.3% | $3,332+500.0% |
| Admin fee / account holder | $61,158 | $8,285+638.2% | $11,282+442.1% | $4,645+1216.5% |