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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 | $246,459 | $85,766+187.4% | $136,298+80.8% | $70,126+251.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.17% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $7,994 | $2,966+169.5% | $4,696+70.2% | $2,343+241.3% |
| Participant deferral / active EE | $8,592 | $5,051+70.1% | $6,247+37.5% | $3,332+157.9% |
| Admin fee / account holder | $39,063 | $5,421+620.6% | $9,244+322.6% | $4,645+740.9% |