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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 | $241,698 | $69,977+245.4% | $108,582+122.6% | $62,881+284.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 47.89% | 10.73%+37.2pp | -51.70%+99.6pp | 20.14%+27.7pp |
| Employer contribution / active EE | $6,488 | $2,135+203.9% | $3,758+72.6% | $2,281+184.5% |
| Participant deferral / active EE | $6,932 | $3,165+119.0% | $4,311+60.8% | $3,203+116.4% |
| Admin fee / account holder | $132,348 | $5,076+2507.1% | $7,645+1631.1% | $4,296+2980.9% |