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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 | $207,899 | $101,752+104.3% | $164,928+26.1% | $80,911+156.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.23% | 16.73%-3.5pp | 70.08%-56.8pp | 35.63%-22.4pp |
| Employer contribution / active EE | $14,783 | $2,953+400.6% | $4,343+240.4% | $2,756+436.4% |
| Participant deferral / active EE | $9,365 | $4,477+109.2% | $6,034+55.2% | $4,297+117.9% |
| Admin fee / account holder | $50,617 | $8,218+516.0% | $12,684+299.0% | $6,935+629.9% |