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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 | $209,830 | $77,920+169.3% | $149,723+40.1% | $75,177+179.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.44% | 31.72%-18.3pp | 134.50%-121.1pp | 160.75%-147.3pp |
| Employer contribution / active EE | $6,834 | $3,138+117.8% | $4,821+41.7% | $2,671+155.8% |
| Participant deferral / active EE | $8,342 | $3,411+144.5% | $5,682+46.8% | $4,126+102.2% |
| Admin fee / account holder | $108,735 | $5,951+1727.3% | $13,215+722.8% | $5,651+1824.1% |