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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 | $197,094 | $102,422+92.4% | $147,117+34.0% | $80,959+143.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.39% | 135.16%-120.8pp | 420.54%-406.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $6,863 | $3,717+84.6% | $4,932+39.1% | $2,757+148.9% |
| Participant deferral / active EE | $6,793 | $6,652+2.1% | $8,065-15.8% | $4,300+58.0% |
| Admin fee / account holder | $40,914 | $7,953+414.4% | $12,993+214.9% | $6,925+490.8% |