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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 | $221,140 | $100,060+121.0% | $149,721+47.7% | $70,126+215.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.93% | 27.46%-12.5pp | 1501.67%-1486.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $11,013 | $3,661+200.8% | $5,444+102.3% | $2,343+370.1% |
| Participant deferral / active EE | $6,261 | $4,982+25.7% | $6,568-4.7% | $3,332+87.9% |
| Admin fee / account holder | $56,090 | $8,285+577.0% | $11,282+397.1% | $4,645+1107.4% |