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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 | $241,541 | $102,429+135.8% | $147,096+64.2% | $80,925+198.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.48% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $7,475 | $3,716+101.2% | $4,936+51.4% | $2,756+171.2% |
| Participant deferral / active EE | $16,204 | $6,649+143.7% | $8,071+100.8% | $4,299+276.9% |
| Admin fee / account holder | $12,686 | $7,957+59.4% | $13,005-2.5% | $6,940+82.8% |