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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 | $246,130 | $77,638+217.0% | $156,551+57.2% | $62,881+291.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.53% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $12,147 | $3,444+252.7% | $5,501+120.8% | $2,281+432.6% |
| Participant deferral / active EE | $7,304 | $3,046+139.8% | $4,871+49.9% | $3,203+128.0% |
| Admin fee / account holder | $44,479 | $5,561+699.8% | $13,028+241.4% | $4,296+935.4% |