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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 | $245,957 | $102,429+140.1% | $147,096+67.2% | $80,925+203.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.50% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $9,972 | $3,716+168.4% | $4,936+102.0% | $2,756+261.8% |
| Participant deferral / active EE | $14,851 | $6,649+123.4% | $8,071+84.0% | $4,299+245.5% |
| Admin fee / account holder | $11,349 | $7,957+42.6% | $13,005-12.7% | $6,940+63.5% |