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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 | $201,510 | $89,364+125.5% | $141,177+42.7% | $72,983+176.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.64% | 111.86%-90.2pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $7,467 | $3,115+139.7% | $4,736+57.7% | $2,440+206.0% |
| Participant deferral / active EE | $9,756 | $5,419+80.0% | $6,710+45.4% | $3,608+170.4% |
| Admin fee / account holder | $23,735 | $5,959+298.3% | $10,263+131.3% | $5,124+363.2% |