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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 | $208,878 | $60,119+247.4% | $90,430+131.0% | $79,858+161.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.69% | 71.94%-60.2pp | 1293.73%-1282.0pp | 31.72%-20.0pp |
| Employer contribution / active EE | $5,083 | $2,068+145.8% | $3,262+55.8% | $2,471+105.7% |
| Participant deferral / active EE | $9,256 | $2,938+215.1% | $3,963+133.6% | $3,740+147.5% |
| Admin fee / account holder | $11,015 | $3,976+177.0% | $5,613+96.2% | $5,306+107.6% |