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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 | $154,666 | $100,060+54.6% | $149,721+3.3% | $70,126+120.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.05% | 27.46%-14.4pp | 1501.67%-1488.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $9,949 | $3,661+171.8% | $5,444+82.7% | $2,343+324.7% |
| Participant deferral / active EE | $10,139 | $4,982+103.5% | $6,568+54.4% | $3,332+204.3% |
| Admin fee / account holder | $34,637 | $8,285+318.1% | $11,282+207.0% | $4,645+645.6% |