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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 | $183,137 | $78,690+132.7% | $161,489+13.4% | $87,485+109.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.60% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $10,250 | $2,588+296.0% | $4,268+140.1% | $2,596+294.8% |
| Participant deferral / active EE | $7,893 | $3,311+138.4% | $5,630+40.2% | $4,274+84.7% |
| Admin fee / account holder | $28,703 | $6,724+326.9% | $16,006+79.3% | $7,775+269.2% |