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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 | $248,653 | $112,935+120.2% | $90,970+173.3% | $158,966+56.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.78% | 215.79%-197.0pp | 134.58%-115.8pp | 302.95%-284.2pp |
| Employer contribution / active EE | $5,313 | $2,895+83.5% | $2,122+150.3% | $4,762+11.5% |
| Participant deferral / active EE | $4,047 | $4,129-2.0% | $3,373+20.0% | $5,983-32.4% |
| Admin fee / account holder | $17,169 | $8,045+113.4% | $5,960+188.1% | $11,250+52.6% |