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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 | $200,181 | $102,422+95.4% | $147,117+36.1% | $80,959+147.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.65% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $9,264 | $3,717+149.2% | $4,932+87.8% | $2,757+236.0% |
| Participant deferral / active EE | $8,784 | $6,652+32.0% | $8,065+8.9% | $4,300+104.3% |
| Admin fee / account holder | $60,927 | $7,953+666.0% | $12,993+368.9% | $6,925+779.8% |