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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 | $239,068 | $100,060+138.9% | $149,721+59.7% | $70,126+240.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.57% | 27.46%-13.9pp | 1501.67%-1488.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $16,954 | $3,661+363.1% | $5,444+211.4% | $2,343+623.8% |
| Participant deferral / active EE | $13,397 | $4,982+168.9% | $6,568+104.0% | $3,332+302.1% |
| Admin fee / account holder | $64,678 | $8,285+680.6% | $11,282+473.3% | $4,645+1292.3% |