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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 | $147,917 | $65,434+126.1% | $98,483+50.2% | $85,847+72.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.72% | 21.75%-8.0pp | 1494.38%-1480.7pp | 318.61%-304.9pp |
| Employer contribution / active EE | $7,418 | $2,169+242.0% | $2,961+150.5% | $2,565+189.2% |
| Participant deferral / active EE | $9,126 | $3,168+188.1% | $4,276+113.4% | $3,952+130.9% |
| Admin fee / account holder | $13,355 | $4,595+190.6% | $5,953+124.4% | $6,261+113.3% |