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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 | $102,429+95.4% | $147,096+36.1% | $80,925+147.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.65% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $9,264 | $3,716+149.3% | $4,936+87.7% | $2,756+236.1% |
| Participant deferral / active EE | $8,784 | $6,649+32.1% | $8,071+8.8% | $4,299+104.3% |
| Admin fee / account holder | $60,927 | $7,957+665.7% | $13,005+368.5% | $6,940+777.9% |