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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 | $211,875 | $60,128+252.4% | $90,440+134.3% | $79,852+165.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.80% | 71.95%-57.2pp | 1294.38%-1279.6pp | 31.72%-16.9pp |
| Employer contribution / active EE | $5,140 | $2,068+148.5% | $3,263+57.5% | $2,471+108.0% |
| Participant deferral / active EE | $12,881 | $2,939+338.3% | $3,964+225.0% | $3,740+244.4% |
| Admin fee / account holder | $18,325 | $3,977+360.7% | $5,615+226.4% | $5,306+245.3% |