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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 | $227,720 | $100,060+127.6% | $149,721+52.1% | $70,126+224.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.43% | 27.46%-13.0pp | 1501.67%-1487.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $9,677 | $3,661+164.3% | $5,444+77.8% | $2,343+313.1% |
| Participant deferral / active EE | $3,876 | $4,982-22.2% | $6,568-41.0% | $3,332+16.3% |
| Admin fee / account holder | $19,303 | $8,285+133.0% | $11,282+71.1% | $4,645+315.5% |