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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 | $246,561 | $98,776+149.6% | $149,745+64.7% | $79,856+208.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.55% | 27.38%-11.8pp | 276.72%-261.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $7,217 | $3,217+124.3% | $4,646+55.4% | $2,471+192.1% |
| Participant deferral / active EE | $11,921 | $5,681+109.8% | $6,843+74.2% | $3,741+218.7% |
| Admin fee / account holder | $7,393 | $6,053+22.2% | $9,312-20.6% | $5,306+39.3% |