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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 | $218,218 | $95,415+128.7% | $185,851+17.4% | $85,851+154.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.45% | 23.59%-9.1pp | 122.11%-107.7pp | 318.63%-304.2pp |
| Employer contribution / active EE | $8,486 | $3,314+156.1% | $5,168+64.2% | $2,565+230.8% |
| Participant deferral / active EE | $4,571 | $3,424+33.5% | $5,569-17.9% | $3,952+15.7% |
| Admin fee / account holder | $3,232 | $7,215-55.2% | $16,245-80.1% | $6,261-48.4% |