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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 | $242,861 | $102,382+137.2% | $147,005+65.2% | $80,874+200.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.41% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $9,946 | $3,715+167.7% | $4,934+101.6% | $2,756+260.9% |
| Participant deferral / active EE | $10,292 | $6,646+54.9% | $8,070+27.5% | $4,297+139.5% |
| Admin fee / account holder | $13,016 | $7,942+63.9% | $13,006+0.1% | $6,935+87.7% |