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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 | $60,139+247.3% | $90,461+130.9% | $79,856+161.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.69% | 71.96%-60.3pp | 1294.76%-1283.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $5,083 | $2,069+145.7% | $3,264+55.7% | $2,471+105.7% |
| Participant deferral / active EE | $9,256 | $2,939+214.9% | $3,964+133.5% | $3,741+147.4% |
| Admin fee / account holder | $11,015 | $3,978+176.9% | $5,617+96.1% | $5,306+107.6% |