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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 | $207,202 | $91,198+127.2% | $178,503+16.1% | $79,856+159.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.41% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $8,381 | $3,257+157.4% | $5,011+67.2% | $2,471+239.1% |
| Participant deferral / active EE | $4,547 | $3,237+40.5% | $5,202-12.6% | $3,741+21.6% |
| Admin fee / account holder | $53,394 | $6,748+691.2% | $13,987+281.7% | $5,306+906.2% |