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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 | $218,400 | $63,346+244.8% | $92,240+136.8% | $70,126+211.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.56% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $13,076 | $2,471+429.1% | $3,680+255.4% | $2,343+458.2% |
| Participant deferral / active EE | $3,379 | $2,854+18.4% | $3,897-13.3% | $3,332+1.4% |
| Admin fee / account holder | $22,301 | $3,841+480.6% | $5,194+329.3% | $4,645+380.0% |