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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 | $240,576 | $105,198+128.7% | $159,455+50.9% | $85,856+180.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.70% | 45.08%-27.4pp | 263.63%-245.9pp | 318.58%-300.9pp |
| Employer contribution / active EE | $19,269 | $3,319+480.6% | $4,830+298.9% | $2,565+651.2% |
| Participant deferral / active EE | $15,346 | $5,946+158.1% | $7,353+108.7% | $3,952+288.3% |
| Admin fee / account holder | $26,641 | $6,934+284.2% | $10,800+146.7% | $6,261+325.5% |