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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 | $248,148 | $60,139+312.6% | $90,461+174.3% | $79,856+210.7% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 15.19% | 71.96%-56.8pp | 1294.76%-1279.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $12,470 | $2,069+502.8% | $3,264+282.1% | $2,471+404.6% |
| Participant deferral / active EE | $11,167 | $2,939+280.0% | $3,964+181.7% | $3,741+198.5% |
| Admin fee / account holder | $31,064 | $3,978+680.9% | $5,617+453.1% | $5,306+485.4% |