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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 | $225,104 | $95,383+136.0% | $185,837+21.1% | $85,856+162.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.90% | 23.59%-9.7pp | 122.08%-108.2pp | 318.58%-304.7pp |
| Employer contribution / active EE | $13,271 | $3,313+300.6% | $5,168+156.8% | $2,565+417.4% |
| Participant deferral / active EE | $6,262 | $3,423+82.9% | $5,568+12.5% | $3,952+58.4% |
| Admin fee / account holder | $86,048 | $7,213+1093.0% | $16,241+429.8% | $6,261+1274.4% |