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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 | $242,497 | $98,760+145.5% | $149,715+62.0% | $79,858+203.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.86% | 27.43%-10.6pp | 276.66%-259.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $9,800 | $3,217+204.7% | $4,645+111.0% | $2,471+296.6% |
| Participant deferral / active EE | $7,805 | $5,681+37.4% | $6,842+14.1% | $3,740+108.7% |
| Admin fee / account holder | $16,611 | $6,053+174.4% | $9,310+78.4% | $5,306+213.1% |