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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 | $245,748 | $77,908+215.4% | $149,696+64.2% | $75,173+226.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.14% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $12,911 | $3,138+311.5% | $4,821+167.8% | $2,671+383.4% |
| Participant deferral / active EE | $12,788 | $3,411+274.9% | $5,682+125.1% | $4,126+209.9% |
| Admin fee / account holder | $41,682 | $5,950+600.6% | $13,212+215.5% | $5,651+637.7% |