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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 | $198,143 | $77,638+155.2% | $156,551+26.6% | $62,881+215.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.47% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $17,992 | $3,444+422.4% | $5,501+227.1% | $2,281+688.8% |
| Participant deferral / active EE | $7,567 | $3,046+148.5% | $4,871+55.3% | $3,203+136.2% |
| Admin fee / account holder | $26,134 | $5,561+369.9% | $13,028+100.6% | $4,296+508.4% |